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
$3.15B
AUM Growth
+$617M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$42.2M
2
+$35.1M
3
+$25.6M
4
AAPL icon
Apple
AAPL
+$20.7M
5
AMZN icon
Amazon
AMZN
+$17M

Top Sells

1
+$25.3M
2
+$24.3M
3
+$23.3M
4
DIS icon
Walt Disney
DIS
+$12M
5
HD icon
Home Depot
HD
+$11.2M

Sector Composition

1 Technology 33.91%
2 Financials 22.76%
3 Consumer Discretionary 16.41%
4 Consumer Staples 7.58%
5 Industrials 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$24.5M 0.78%
966,380
-161,875
27
$18.7M 0.59%
316,449
+193,089
28
$17.4M 0.55%
100,238
-14,272
29
$16.8M 0.53%
+143,120
30
$16.6M 0.53%
+352,740
31
$16.4M 0.52%
141,819
+70,009
32
$15.9M 0.51%
+100,515
33
$15.1M 0.48%
675,024
+185,630
34
$13.8M 0.44%
117,983
+80,591
35
$13.5M 0.43%
28,561
-420
36
$12.7M 0.4%
+43,450
37
$12.1M 0.38%
+67,384
38
$12.1M 0.38%
686,455
+98,100
39
$11.8M 0.38%
+62,735
40
$11.2M 0.36%
+61,375
41
$10M 0.32%
201,475
+99,000
42
$9.81M 0.31%
57,395
+1,615
43
$9.65M 0.31%
81,246
-29,888
44
$9.56M 0.3%
+26,607
45
$9.44M 0.3%
+51,990
46
$8.99M 0.29%
247,391
+10,210
47
$8.48M 0.27%
+33,000
48
$7.84M 0.25%
+47,914
49
$7.05M 0.22%
+87,317
50
$6.55M 0.21%
+19,705
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