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.
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.
| Logo | Company | Market Value (£) |
|---|---|---|
 | Microsoft | 48,745,790 |
 | Alphabet | 38,903,855 |
 | Amazon | 37,336,594 |
 | Tesla Inc | 33,000,787 |
 | Apple | 29,469,345 |
 | Novo Nordisk | 19,794,971 |
 | Taiwan Semiconductor Manufacturing Company | 19,343,607 |
 | Mastercard | 17,538,900 |
 | Unitedhealth Group | 13,711,680 |
 | Nvidia | 13,296,311 |
| Total | 271,141,839 | |
| % of Wiltshire Pension Fund's total equity holdings | 22.6% |
You can also access the full list in the spreadsheet below:
Q3 2023- Wiltshire Pension Fund Equities Holdings Data (Excel doc, 555 KB)(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.
Future updates will be listed on our new dedicated Equity Holdings page.
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