DAVY GLOBAL FUND MANAGEMENT LIMITED
other names
- DAVY GLOBAL FUND MANAGEMENT LIMITED
- ADVANCE INVESTMENT MANAGERS LIMITED
- IQ EQ FUND MANAGEMENT (IRELAND) LIMITED
- DAVY GLOBAL FUND MANAGEMENT
- DAVY ASSET MANAGEMENT LIMITED
{{ Info.Overview }}
| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
Adviser Profile
| Registration status | Registration Changed to IQ EQ FUND MANAGEMENT (IRELAND) LIMITED |
| As of Date | 10/11/2021 |
|
Adviser Type
- Large advisory firm - Outside the United States |
|
| Number of Employees | 70 |
| of those in investment advisory functions | 18 |
| AUM* | 10,747,845,922 |
| of that, discretionary | 10,747,845,922 |
| Private Fund GAV* | 0 |
| Avg Account Size | 136,048,683 |
| SMA’s | Yes |
| Private Funds | 0 5 |
| Contact Info | 353 xxxxxxx |
| Websites |
Client Types
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Insurance companies
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
11B
9B
8B
6B
5B
3B
2B
2015
2016
2017
2018
2019
2020
2021
Private Funds
Employees
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$53,599,907 | % Position5.00% | $ Change29.00% | # Change-2.00% |
| Stck Ticker874039100 | Stock NameTAIWAN SEMICONDUCTOR MFG LTD | $ Position$35,983,599 | % Position3.00% | $ Change49.00% | # Change9.00% |
| Stck Ticker771049103 | Stock NameROBLOX CORP | $ Position$17,265,634 | % Position2.00% | $ Change243.00% | # Change90.00% |
| Stck Ticker88160R101 | Stock NameTESLA INC | $ Position$24,125,642 | % Position2.00% | $ Change182.00% | # Change130.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$25,253,935 | % Position2.00% | $ Change17.00% | # Change2.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$17,992,178 | % Position2.00% | $ Change-8.00% | # Change0.00% |
| Stck Ticker46625H100 | Stock NameJPMORGAN CHASE & CO | $ Position$27,583,197 | % Position2.00% | $ Change17.00% | # Change-1.00% |
| Stck Ticker459200101 | Stock NameINTERNATIONAL BUSINESS MACHS | $ Position$11,716,326 | % Position1.00% | $ Change19.00% | # Change0.00% |
| Stck Ticker22788C105 | Stock NameCROWDSTRIKE HLDGS INC | $ Position$8,780,504 | % Position1.00% | $ Change35.00% | # Change-7.00% |
| Stck Ticker231021106 | Stock NameCUMMINS INC COM | $ Position$6,730,453 | % Position1.00% | $ Change-1.00% | # Change-5.00% |