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
$2.1B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$35.9M
2
+$35.5M
3
+$21M
4
MSM icon
MSC Industrial Direct
MSM
+$15.3M
5
GRMN icon
Garmin
GRMN
+$13.4M

Top Sells

1
+$28.3M
2
+$8.9M
3
+$5.65M
4
DTV
DIRECTV COM STK (DE)
DTV
+$5.53M
5
MMC icon
Marsh & McLennan
MMC
+$4.98M

Sector Composition

1 Industrials 21.21%
2 Technology 17.53%
3 Financials 16.15%
4 Communication Services 9.67%
5 Healthcare 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.07M 0.34%
94,180
+430
52
$6.72M 0.32%
102,500
53
$6.55M 0.31%
111,240
-550
54
$6.45M 0.31%
257,760
+1,940
55
$6.44M 0.31%
98,510
+630
56
$6.21M 0.3%
33,744
-659
57
$5.97M 0.28%
11,120
+70
58
$5.84M 0.28%
59,140
+360
59
$5.75M 0.27%
58,961
-28,099
60
$5.63M 0.27%
103,941
+540
61
$5.56M 0.26%
89,460
+600
62
$5.5M 0.26%
236,483
+1,116
63
$5.38M 0.26%
+47,445
64
$5.37M 0.26%
50,440
-2,884
65
$5.35M 0.25%
24,090
+80
66
$5.3M 0.25%
93,690
+640
67
$5.17M 0.25%
188,780
-42,070
68
$5.17M 0.25%
+43,660
69
$5.06M 0.24%
110,760
70
$5.03M 0.24%
+373,960
71
$4.94M 0.23%
39,840
+210
72
$4.92M 0.23%
123,144
+883
73
$4.92M 0.23%
93,671
+653
74
$4.91M 0.23%
43,990
+320
75
$4.8M 0.23%
109,070
+570
1 2
3
4 5