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$41,432,545 | % Position5.00% | $ Change-7.00% | # Change4.00% |
| Stck Ticker46625H100 | Stock NameJPMORGAN CHASE & CO | $ Position$23,627,051 | % Position3.00% | $ Change1.00% | # Change-1.00% |
| Stck Ticker874039100 | Stock NameTAIWAN SEMICONDUCTOR MFG LTD | $ Position$24,155,988 | % Position3.00% | $ Change-15.00% | # Change1.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$21,673,724 | % Position3.00% | $ Change-11.00% | # Change9.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$19,467,473 | % Position2.00% | $ Change-3.00% | # Change9.00% |
| Stck Ticker713448108 | Stock NamePEPSICO INC | $ Position$13,368,351 | % Position2.00% | $ Change2.00% | # Change3.00% |
| Stck Ticker58933Y105 | Stock NameMERCK & CO INC | $ Position$13,801,139 | % Position2.00% | $ Change-1.00% | # Change10.00% |
| Stck Ticker478160104 | Stock NameJOHNSON & JOHNSON | $ Position$16,415,838 | % Position2.00% | $ Change20.00% | # Change4.00% |
| Stck Ticker548661107 | Stock NameLOWES COS INC | $ Position$7,474,555 | % Position1.00% | $ Change-5.00% | # Change0.00% |
| Stck Ticker539830109 | Stock NameLOCKHEED MARTIN CORP | $ Position$5,583,875 | % Position1.00% | $ Change6.00% | # Change16.00% |