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
$1.71B
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$21.8M
3
+$12.4M
4
KEP icon
Korea Electric Power
KEP
+$12.4M
5
BDX icon
Becton Dickinson
BDX
+$7.66M

Top Sells

1
+$41.2M
2
+$23.3M
3
+$15.8M
4
KEF
Korea Equity Fund
KEF
+$10.3M
5
MSFT icon
Microsoft
MSFT
+$4.82M

Sector Composition

1 Financials 21.77%
2 Technology 20.03%
3 Communication Services 14.65%
4 Industrials 12.95%
5 Healthcare 12.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.07M 0.06%
27,907
52
$1.01M 0.06%
12,084
-16,848
53
$975K 0.06%
25,510
-4,486
54
$951K 0.06%
+11,259
55
$939K 0.05%
36,600
+7,000
56
$927K 0.05%
44,255
+1,566
57
$914K 0.05%
17,020
58
$910K 0.05%
21,103
59
$906K 0.05%
28,325
+2,908
60
$891K 0.05%
12,288
61
$871K 0.05%
12,540
62
$871K 0.05%
30,723
+5,420
63
$815K 0.05%
14,861
+2,306
64
$808K 0.05%
+17,046
65
$803K 0.05%
+14,265
66
$790K 0.05%
20,929
67
$754K 0.04%
10,525
68
$732K 0.04%
17,106
69
$718K 0.04%
11,826
70
$693K 0.04%
+14,604
71
$648K 0.04%
20,052
+3,132
72
$593K 0.03%
18,033
+1,578
73
$551K 0.03%
10,462
74
$538K 0.03%
13,745
+2,631
75
$494K 0.03%
+15,668
1 2
3
4