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
$1.91B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$75.7M
2
+$31.7M
3
+$16.4M
4
HD icon
Home Depot
HD
+$14.8M
5
INTU icon
Intuit
INTU
+$4.83M

Top Sells

1
+$40.5M
2
+$27.3M
3
+$8.74M
4
EMR icon
Emerson Electric
EMR
+$6.73M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.12M

Sector Composition

1 Technology 23.63%
2 Financials 17.62%
3 Healthcare 12.5%
4 Consumer Discretionary 12.38%
5 Industrials 12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.19M 0.48%
155,350
-20,083
27
$7.51M 0.39%
92,921
+94
28
$7.2M 0.38%
39,450
+8,540
29
$5.88M 0.31%
88,824
+1,815
30
$5.63M 0.29%
123,642
-800
31
$5.38M 0.28%
133,390
-20,741
32
$5.16M 0.27%
414,050
-54,900
33
$4.34M 0.23%
54,298
34
$3.68M 0.19%
68,215
+3,089
35
$3.45M 0.18%
28,276
+1,970
36
$3.29M 0.17%
47,964
-290
37
$2.34M 0.12%
16,757
-468
38
$2.3M 0.12%
21,041
+83
39
$2.22M 0.12%
31,175
-172
40
$2.15M 0.11%
12,892
+300
41
$1.87M 0.1%
18,024
+280
42
$1.61M 0.08%
15,520
-313
43
$1.6M 0.08%
14,450
44
$1.55M 0.08%
32,280
-84
45
$1.5M 0.08%
155,318
-3,000
46
$1.36M 0.07%
28,084
+258
47
$1.35M 0.07%
17,020
48
$1.24M 0.06%
23,307
-5,023
49
$1.18M 0.06%
13,389
-830
50
$1.11M 0.06%
15,405
+67
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