WIM

Waverton Investment Management Portfolio holdings

AUM $7.26B
1-Year Est. Return 24.86%
This Quarter Est. Return
1 Year Est. Return
+24.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.54B
AUM Growth
-$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$68.4M
2
+$23.8M
3
+$11.5M
4
V icon
Visa
V
+$10.3M
5
LIVN icon
LivaNova
LIVN
+$6.1M

Top Sells

1
+$48M
2
+$19.7M
3
+$12.4M
4
AAPL icon
Apple
AAPL
+$10.2M
5
HD icon
Home Depot
HD
+$9.75M

Sector Composition

1 Financials 26.41%
2 Technology 17.13%
3 Communication Services 16.08%
4 Industrials 12.64%
5 Healthcare 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.3M 0.86%
178,895
-2,944
27
$10.6M 0.69%
271,194
-1,530
28
$10.5M 0.68%
69,533
-317,762
29
$10M 0.65%
556,827
+125,481
30
$9.88M 0.64%
76,355
-152,506
31
$7.64M 0.5%
94,618
+2,552
32
$6.81M 0.44%
111,220
+99,710
33
$6.59M 0.43%
49,773
-47,492
34
$5.39M 0.35%
55,500
35
$5.19M 0.34%
86,622
-2,378
36
$5.17M 0.34%
428,900
+18,300
37
$4.39M 0.29%
138,258
+804
38
$3.95M 0.26%
76,115
-7,557
39
$3.37M 0.22%
36,919
+1,011
40
$3.08M 0.2%
87,946
-77,764
41
$2.82M 0.18%
+23,906
42
$2.19M 0.14%
162,404
+1,404
43
$2.04M 0.13%
15,421
-25,244
44
$1.58M 0.1%
14,870
45
$1.54M 0.1%
28,700
46
$1.39M 0.09%
11,455
47
$1.35M 0.09%
15,520
48
$1.24M 0.08%
12,307
+365
49
$1.16M 0.08%
23,171
-64,112
50
$1.16M 0.08%
25,000
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