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
$1.7B
AUM Growth
+$557M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$21.6M
3
+$18.5M
4
AMZN icon
Amazon
AMZN
+$18M
5
IDXX icon
Idexx Laboratories
IDXX
+$11.4M

Top Sells

1
+$58.2M
2
+$17.5M
3
+$11.3M
4
RAI
Reynolds American Inc
RAI
+$10.8M
5
RYAAY icon
Ryanair
RYAAY
+$6.95M

Sector Composition

1 Technology 18.69%
2 Industrials 17.76%
3 Financials 15.29%
4 Consumer Staples 9.66%
5 Healthcare 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.2M 0.36%
+35,031
52
$6.16M 0.36%
+137,570
53
$6.01M 0.35%
+132,900
54
$5.77M 0.34%
+255,820
55
$5.53M 0.32%
235,367
+191,506
56
$5.35M 0.31%
47,760
+22,760
57
$5.34M 0.31%
+110,860
58
$5.25M 0.31%
+97,880
59
$5.03M 0.3%
+43,670
60
$4.99M 0.29%
+208,070
61
$4.89M 0.29%
+135,600
62
$4.8M 0.28%
77,750
+46,370
63
$4.79M 0.28%
+80,130
64
$4.77M 0.28%
+88,860
65
$4.67M 0.27%
+11,050
66
$4.53M 0.27%
+58,780
67
$4.52M 0.27%
52,178
-41,083
68
$4.5M 0.26%
59,397
69
$4.38M 0.26%
62,710
+20,340
70
$4.32M 0.25%
+69,960
71
$4.31M 0.25%
+152,300
72
$4.29M 0.25%
+64,000
73
$4.27M 0.25%
+110,760
74
$4.17M 0.25%
+80,630
75
$4.13M 0.24%
+324,945
1 2
3
4 5