Skerryvore Asset Management Ltd 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SA Skerryvore Asset Management Ltd | Institutional Filer | ▼ 6.35% | $120.1M | 7 |
Current Portfolio Holdings
Showing all 7 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | FNV | Franco-Nevada Corporation | Basic Materials | 175K | $45.8M | 38.13% |
| 2 | FMX | Fomento Económico Mexicano, S.A.B. de C.V. | Consumer Defensive | 268K | $30.8M | 25.66% |
| 3 | KOF | Coca-Cola FEMSA, S.A.B. de C.V. | Consumer Defensive | 282K | $27.9M | 23.22% |
| 4 | MELI | MercadoLibre, Inc. | Consumer Cyclical | 7K | $11.6M | 9.63% |
| 5 | WPM | Wheaton Precious Metals Corp. | Basic Materials | 20K | $2.7M | 2.21% |
| 6 | HDB | HDFC Bank Limited | Financial Services | 40K | $1.0M | 0.84% |
| 7 | INFY | Infosys Limited | Technology | 26K | $366K | 0.31% |
Showing 1 to 7 of 7 holdings