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
$1.97B
AUM Growth
+$67.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$52.7M
2
+$23M
3
+$8.15M
4
HD icon
Home Depot
HD
+$7.88M
5
CRM icon
Salesforce
CRM
+$7.78M

Top Sells

1
+$45.5M
2
+$36.9M
3
+$25M
4
AAPL icon
Apple
AAPL
+$18.6M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$12.5M

Sector Composition

1 Technology 23.58%
2 Financials 19.31%
3 Industrials 15.65%
4 Healthcare 13.55%
5 Consumer Discretionary 13.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.29M 0.06%
16,116
+711
52
$1.25M 0.06%
11,281
+291
53
$1.25M 0.06%
+10,757
54
$1.08M 0.05%
13,767
+378
55
$1.08M 0.05%
37,644
+1,581
56
$994K 0.05%
23,366
+1,020
57
$969K 0.05%
20,282
+941
58
$968K 0.05%
+10,655
59
$953K 0.05%
12,581
+452
60
$925K 0.05%
11,453
+679
61
$911K 0.05%
45,099
+1,239
62
$907K 0.05%
17,300
+618
63
$881K 0.04%
12,113
+415
64
$847K 0.04%
13,357
+451
65
$839K 0.04%
16,322
+301
66
$803K 0.04%
24,605
+454
67
$769K 0.04%
19,640
+333
68
$757K 0.04%
18,462
+1,555
69
$747K 0.04%
18,802
-628,066
70
$727K 0.04%
18,400
71
$708K 0.04%
+24,165
72
$688K 0.03%
32,960
+981
73
$680K 0.03%
22,516
+1,011
74
$670K 0.03%
12,226
+515
75
$539K 0.03%
14,694
+858
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3
4