WIM

Waverton Investment Management Portfolio holdings

AUM $7.77B
1-Year Est. Return 25.07%
This Quarter Est. Return
1 Year Est. Return
+25.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$57.2M
2
+$53.4M
3
+$30.2M
4
WT icon
WisdomTree
WT
+$8.69M
5
OMC icon
Omnicom Group
OMC
+$4.8M

Top Sells

1
+$53.6M
2
+$52.6M
3
+$8.25M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.02M
5
MMC icon
Marsh & McLennan
MMC
+$5.45M

Sector Composition

1 Financials 20.1%
2 Communication Services 16.69%
3 Industrials 14.69%
4 Healthcare 14.19%
5 Technology 12.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.7M 1.26%
228,580
-28,920
27
$11.8M 0.88%
117,463
+70
28
$11.3M 0.85%
99,781
+250
29
$8.69M 0.65%
+113,275
30
$8.6M 0.65%
103,357
+37,433
31
$8.18M 0.61%
201,792
-28,625
32
$7.67M 0.58%
60,102
+705
33
$7.55M 0.57%
163,600
34
$6.68M 0.5%
60,268
+681
35
$6.46M 0.49%
578,417
+201,951
36
$6.34M 0.48%
194,484
-3,828
37
$6.33M 0.47%
67,500
-14,589
38
$6.3M 0.47%
83,321
+4,100
39
$5.39M 0.4%
98,225
-1,675
40
$5.34M 0.4%
77,500
-3,500
41
$5.14M 0.39%
53,658
-245
42
$4.87M 0.37%
118,200
43
$4.86M 0.36%
36,936
-240
44
$4.83M 0.36%
184,116
+533
45
$4.81M 0.36%
62,200
46
$4.8M 0.36%
+58,961
47
$4.73M 0.36%
34,796
-60
48
$4.53M 0.34%
225,168
-7,605
49
$4.18M 0.31%
+229,000
50
$3.82M 0.29%
314,218
-22,343
1
2
3 4 5