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
$1.71B
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$21.8M
3
+$12.4M
4
KEP icon
Korea Electric Power
KEP
+$12.4M
5
BDX icon
Becton Dickinson
BDX
+$7.66M

Top Sells

1
+$41.2M
2
+$23.3M
3
+$15.8M
4
KEF
Korea Equity Fund
KEF
+$10.3M
5
MSFT icon
Microsoft
MSFT
+$4.82M

Sector Composition

1 Financials 21.77%
2 Technology 20.03%
3 Communication Services 14.65%
4 Industrials 12.95%
5 Healthcare 12.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.73M 0.51%
109,220
-2,800
27
$8.03M 0.47%
45,520
-600
28
$7.09M 0.42%
49,729
+605
29
$7.09M 0.41%
206,374
-7,062
30
$6.42M 0.38%
87,212
+494
31
$5.68M 0.33%
450,550
+8,650
32
$3.92M 0.23%
36,622
-200
33
$3.18M 0.19%
25,741
+1,065
34
$2.6M 0.15%
51,754
-18,010
35
$2.31M 0.14%
162,404
36
$2.29M 0.13%
16,426
+851
37
$2.28M 0.13%
22,990
-3,285
38
$2M 0.12%
50,310
39
$1.76M 0.1%
29,014
-679,353
40
$1.74M 0.1%
16,489
41
$1.63M 0.1%
37,248
+1,341
42
$1.55M 0.09%
14,450
43
$1.52M 0.09%
10,070
44
$1.51M 0.09%
37,619
45
$1.43M 0.08%
15,520
46
$1.22M 0.07%
12,573
+2,032
47
$1.19M 0.07%
17,583
+491
48
$1.18M 0.07%
12,905
+488
49
$1.11M 0.07%
14,760
+2,260
50
$1.11M 0.06%
23,425
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