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
$1.97B
AUM Growth
+$67.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$52.7M
2
+$23M
3
+$8.15M
4
HD icon
Home Depot
HD
+$7.88M
5
CRM icon
Salesforce
CRM
+$7.78M

Top Sells

1
+$45.5M
2
+$36.9M
3
+$25M
4
AAPL icon
Apple
AAPL
+$18.6M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$12.5M

Sector Composition

1 Technology 23.58%
2 Financials 19.31%
3 Industrials 15.65%
4 Healthcare 13.55%
5 Consumer Discretionary 13.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.08M 0.31%
+159,088
27
$5.71M 0.29%
420,250
+6,200
28
$5.7M 0.29%
120,842
-2,800
29
$5.32M 0.27%
129,471
-3,919
30
$4.57M 0.23%
54,298
31
$4.51M 0.23%
89,758
+934
32
$3.79M 0.19%
+20,057
33
$3.78M 0.19%
69,029
+814
34
$3.51M 0.18%
115,550
+105,000
35
$3.5M 0.18%
29,826
-314,445
36
$3.41M 0.17%
47,519
-445
37
$2.54M 0.13%
13,164
+272
38
$2.43M 0.12%
17,434
+677
39
$2.33M 0.12%
217,962
+124,610
40
$2.3M 0.12%
31,485
+310
41
$2.11M 0.11%
15,845
-12,431
42
$2.05M 0.1%
14,650
+200
43
$1.72M 0.09%
14,985
-3,039
44
$1.7M 0.09%
15,520
45
$1.52M 0.08%
+12,037
46
$1.5M 0.08%
133,000
-22,318
47
$1.43M 0.07%
30,283
+2,199
48
$1.36M 0.07%
17,020
49
$1.35M 0.07%
+12,155
50
$1.29M 0.07%
24,476
+1,169
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