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Stewardship

Equity Holdings

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. 

On this page you can:

  • Learn which companies are in our top 10 for last quarter
  • Discover which sectors we are invested in
  • Find out where we are invested

Top Holdings

The table below shows the largest 10 holdings by value as at the end of December 2023. These represent 21.6% of the Funds total equity holdings. 

LogoCompanyMarket Value (£)
Microsoft Logo
Microsoft47,924,916 
Amazon Logo
Amazon38,867,817 
Alphabet Google Logo
Alphabet/Google31,959,634 
Apple Logo
Apple26,020,961 
TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY Logo
Taiwan Semiconductor Manufacturing Company22,052,079 
Tesla Logo
Tesla21,892,084 
MASTERCARD Logo
Mastercard17,741,890 
Nvidia Logo
Nvidia13,896,449 
Novo Nordisk Logo
Novo Nordisk 13,634,031 
Visa Logo
Visa13,452,805 
 Total247,442,667 
 % of Wiltshire Pension Fund's total equity holdings21.6%

 

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. 

Q4 2023 Equity Holdings by Sector

All data from the table and image above, along with the full list can be viewed in the spreadsheet below: 

Q4 2023- WPF Equities Holding Data (Excel doc) [1MB] (opens new window)

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