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
$1.33B
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$57.2M
2
+$53.4M
3
+$30.2M
4
WT icon
WisdomTree
WT
+$8.69M
5
OMC icon
Omnicom Group
OMC
+$4.8M

Top Sells

1
+$53.6M
2
+$52.6M
3
+$8.25M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.02M
5
MMC icon
Marsh & McLennan
MMC
+$5.45M

Sector Composition

1 Financials 20.1%
2 Communication Services 16.69%
3 Industrials 14.69%
4 Healthcare 14.19%
5 Technology 12.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.71M 0.28%
30,800
52
$3.68M 0.28%
55,500
53
$3.48M 0.26%
28,661
-1,960
54
$3.45M 0.26%
85,859
-46,834
55
$3.12M 0.23%
76,169
56
$3.06M 0.23%
+27,985
57
$3.06M 0.23%
44,074
-89
58
$3.02M 0.23%
12,200
-100
59
$2.8M 0.21%
111,903
-40,850
60
$2.51M 0.19%
53,190
61
$2.47M 0.19%
86,246
62
$2.46M 0.18%
23,800
63
$2.46M 0.18%
69,190
64
$2.43M 0.18%
+32,018
65
$2.36M 0.18%
31,800
+500
66
$2.33M 0.17%
22,870
-50
67
$2.27M 0.17%
56,770
-32,220
68
$2.24M 0.17%
50,580
-600
69
$1.99M 0.15%
25,251
-55
70
$1.98M 0.15%
13,290
-185
71
$1.93M 0.14%
33,334
-22,791
72
$1.9M 0.14%
12,504
+510
73
$1.68M 0.13%
26,060
-2,542
74
$1.63M 0.12%
+44,400
75
$1.53M 0.12%
25,520
1 2
3
4 5