WIM

Waverton Investment Management Portfolio holdings

AUM $7.26B
1-Year Est. Return 24.86%
This Quarter Est. Return
1 Year Est. Return
+24.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.57B
AUM Growth
-$396M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$47.6M
2
+$42.9M
3
+$15.9M
4
YUMC icon
Yum China
YUMC
+$15.8M
5
AXP icon
American Express
AXP
+$12.2M

Top Sells

1
+$69M
2
+$17.2M
3
+$15.7M
4
SBUX icon
Starbucks
SBUX
+$9.35M
5
CRM icon
Salesforce
CRM
+$6.44M

Sector Composition

1 Technology 31.62%
2 Financials 23.41%
3 Consumer Discretionary 9.31%
4 Consumer Staples 8.54%
5 Communication Services 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$24.7M 0.96%
90,579
-1,861
27
$23M 0.89%
365,283
-21,715
28
$18.1M 0.71%
108,880
-103,115
29
$16.6M 0.65%
129,424
+63,954
30
$16.6M 0.64%
115,129
+31,115
31
$16.1M 0.63%
108,484
+24,184
32
$16M 0.62%
62,684
+4,801
33
$14.2M 0.55%
184,250
+152,650
34
$12.4M 0.48%
109,787
+8,839
35
$12.1M 0.47%
699,805
-11,250
36
$12.1M 0.47%
286,125
-59,310
37
$11.9M 0.46%
94,179
+20,997
38
$11.5M 0.45%
587,636
-192,406
39
$11M 0.43%
+44,973
40
$10.9M 0.42%
95,824
+808
41
$10.3M 0.4%
61,175
+2,810
42
$10.1M 0.39%
83,246
+25,430
43
$9.14M 0.36%
45,548
+16,865
44
$8.66M 0.34%
51,525
+10,284
45
$8.65M 0.34%
35,597
+11,653
46
$8.53M 0.33%
+16,601
47
$7.61M 0.3%
80,585
-67,556
48
$7.55M 0.29%
84,098
+9,474
49
$6.82M 0.27%
41,307
-39,006
50
$6.14M 0.24%
18,219
-2,542
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