Ninety One SA (PTY) Ltd 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
NO Ninety One SA (PTY) Ltd | Institutional Filer | ▲ 0.51% | $2.33B | 96 |
Current Portfolio Holdings
Showing all 96 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AU | AngloGold Ashanti Plc | Basic Materials | 15.3M | $1.47B | 63.26% |
| 2 | GOOGL | Alphabet Inc. | Technology | 237K | $67.0M | 2.88% |
| 3 | BRKA | Berkshire Hathaway Inc | — | 91 | $64.8M | 2.79% |
| 4 | NVDA | NVIDIA Corporation | Technology | 308K | $53.2M | 2.28% |
| 5 | MSFT | Microsoft Corporation | Technology | 111K | $40.7M | 1.75% |
| 6 | JNJ | Johnson & Johnson | Healthcare | 153K | $37.3M | 1.60% |
| 7 | AAPL | Apple Inc. | Technology | 100K | $25.1M | 1.08% |
| 8 | JPM | JPMorgan Chase & Co. | Financial Services | 85K | $24.9M | 1.07% |
| 9 | V | Visa Inc. | Financial Services | 78K | $23.2M | 1.00% |
| 10 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 110K | $22.7M | 0.98% |
| 11 | PM | Philip Morris International Inc. | Consumer Defensive | 130K | $21.5M | 0.92% |
| 12 | CVX | Chevron Corporation | Energy | 102K | $21.4M | 0.92% |
| 13 | EW | Edwards Lifesciences Corporation | Healthcare | 256K | $20.2M | 0.87% |
| 14 | VLO | Valero Energy Corporation | Energy | 77K | $19.4M | 0.84% |
| 15 | AEM | Agnico Eagle Mines Limited | Basic Materials | 95K | $18.7M | 0.80% |
Showing 1 to 15 of 96 holdings