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
$1.54B
AUM Growth
-$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$68.4M
2
+$23.8M
3
+$11.5M
4
V icon
Visa
V
+$10.3M
5
LIVN icon
LivaNova
LIVN
+$6.1M

Top Sells

1
+$48M
2
+$19.7M
3
+$12.4M
4
AAPL icon
Apple
AAPL
+$10.2M
5
HD icon
Home Depot
HD
+$9.75M

Sector Composition

1 Financials 26.41%
2 Technology 17.13%
3 Communication Services 16.08%
4 Industrials 12.64%
5 Healthcare 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.12M 0.07%
31,154
-932
52
$1.12M 0.07%
17,013
-137
53
$1.04M 0.07%
17,020
54
$1.03M 0.07%
23,906
-2,400
55
$990K 0.06%
48,320
56
$934K 0.06%
18,757
-559
57
$916K 0.06%
11,044
-11,706
58
$864K 0.06%
27,604
-82,490
59
$836K 0.05%
15,597
+209
60
$776K 0.05%
12,404
+454
61
$774K 0.05%
29,600
62
$758K 0.05%
10,455
+286
63
$756K 0.05%
25,142
+921
64
$747K 0.05%
20,874
+763
65
$738K 0.05%
10,424
-1,262
66
$731K 0.05%
20,929
+2,529
67
$646K 0.04%
12,842
+428
68
$633K 0.04%
+12,500
69
$609K 0.04%
22,237
+814
70
$585K 0.04%
16,736
+614
71
$501K 0.03%
500,000
-100,000
72
$500K 0.03%
15,170
+555
73
$480K 0.03%
34,187
+1,253
74
$435K 0.03%
+12,499
75
$435K 0.03%
18,273
+669
1 2
3
4 5