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
$2.17B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$77.8M
2
+$41.9M
3
+$38M
4
BABA icon
Alibaba
BABA
+$12.8M
5
PINS icon
Pinterest
PINS
+$12.1M

Top Sells

1
+$50.4M
2
+$40.1M
3
+$23.6M
4
LMT icon
Lockheed Martin
LMT
+$19.5M
5
UNP icon
Union Pacific
UNP
+$12.9M

Sector Composition

1 Technology 31.57%
2 Financials 22.91%
3 Consumer Discretionary 17.71%
4 Industrials 10.23%
5 Consumer Staples 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.1M 0.56%
+183,205
27
$10.8M 0.5%
588,380
-12,750
28
$10.3M 0.47%
110,745
-1,600
29
$10.1M 0.47%
56,790
-12,610
30
$10.1M 0.46%
30,641
-1,349
31
$8.81M 0.41%
33,730
-10,560
32
$7.73M 0.36%
116,760
-670
33
$7.55M 0.35%
33,640
-224,570
34
$7.31M 0.34%
15,700
+3,700
35
$6.67M 0.31%
399,214
+40,103
36
$4.65M 0.21%
43,430
+20,266
37
$4.53M 0.21%
+82,656
38
$4.46M 0.21%
+46,554
39
$3.98M 0.18%
106,110
-599
40
$3.67M 0.17%
76,338
+738
41
$3.35M 0.15%
57,084
-6,936
42
$3.17M 0.15%
29,000
43
$3.08M 0.14%
11,462
+400
44
$3.04M 0.14%
82,706
-18,274
45
$2.67M 0.12%
122,849
-16,020
46
$2.34M 0.11%
27,335
-950
47
$2.19M 0.1%
17,256
48
$1.68M 0.08%
12,060
-5,260
49
$1.63M 0.08%
39,463
+3,843
50
$1.4M 0.06%
13,890
+3,640
1
2
3