Wilkinson Global Asset Management LLC
Wilkinson Global Asset Management LLC is an independent investment advisory and asset management firm headquartered in New York, NY. Founded in 1972, the firm serves both taxable and tax-exempt clients worldwide, including high net worth individuals, charitable organizations, and corporate clients. With approximately 13 employees, the firm provides global asset management and advisory services and files regulatory reports with the SEC.
Investment Strategy
Wilkinson Global Asset Management LLC manages diversified portfolios with a global focus, predominantly investing in public equities across various sectors and geographies. The firm employs a thematic and fundamental approach, aiming for long-term capital appreciation while managing risk. Their strategy emphasizes in-depth research, active security selection, and portfolio diversification to serve the distinct objectives of high net worth individuals, charitable organizations, and businesses.
Top Holdings
Equity Positions (70)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 7.96% | $126.6M | 254,546 | $235.96 | $497.41 | +$24.7M |
J JPM | JPMORGAN CHASE & CO. | 7.17% | $114.0M | 393,242 | $152.20 | $289.91 | +$4.0M |
T TJX | TJX COS INC NEW | 6.95% | $110.6M | 895,585 | $66.51 | $123.49 | -$10.0M |
N NVDA | NVIDIA CORPORATION | 5.54% | $88.1M | 557,453 | $13.47 | $157.99 | +$24.0M |
A AAPL | APPLE INC | 4.88% | $77.6M | 378,207 | $122.31 | $205.17 | -$19.6M |