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A Quarterly Insight into Our Equity Holdings

A Tool for Transparency Infographic, our top 10 companies this quarter, which sectors are we invested in, where we are invested.

In our recent Responsible Investment Survey, our members told us they wanted more transparency in what, where and how much we invest. To demonstrate our commitment to transparency and information sharing,  we are delighted to share a quarterly insight into our equity holdings.  

A Tool for Transparency Infographic, our top 10 companies this quarter, which sectors are we invested in, where we are invested.

Top Holdings

The table below shows the largest 10 holdings by value as at the end of September 2023. These represent 22.6% of the Funds total equity holdings. 

LogoCompanyMarket Value (£)
Microsoft Logo
Microsoft48,745,790
Alphabet Google Logo
Alphabet38,903,855
Amazon Logo
Amazon37,336,594
Tesla Logo
Tesla Inc33,000,787
Apple Logo
Apple29,469,345
Novo Nordisk Logo
Novo Nordisk19,794,971
TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY Logo
Taiwan Semiconductor Manufacturing Company19,343,607
MASTERCARD Logo
Mastercard17,538,900
UNITEDHEALTH GROUP Logo
Unitedhealth Group13,711,680
Nvidia Logo
Nvidia13,296,311
 Total271,141,839
 % of Wiltshire Pension Fund's total equity holdings22.6%

 

You can also access the full list in the spreadsheet below:

Wiltshire Pension Fund Equities Holdings Data Q3 2023 (Excel doc) [555KB] (opens new window)

Total equities holdings by sector

The following chart show the spilt of equities holdings by sector, this shows the diversification across a wide range of sectors, with the largest exposure being to information technology, consumer discretionary (including Tesla, Amazon etc) and Financials.

Investments Sector Split Q3 2023

 

Future updates will be listed on our new dedicated Equity Holdings page.

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