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
$1.96B
AUM Growth
-$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$85.4M
2
+$63.9M
3
+$6.94M
4
T icon
AT&T
T
+$6.57M
5
MDT icon
Medtronic
MDT
+$5.41M

Top Sells

1
+$62.6M
2
+$39.1M
3
+$32.6M
4
BIIB icon
Biogen
BIIB
+$14.5M
5
AMZN icon
Amazon
AMZN
+$10.5M

Sector Composition

1 Technology 22.04%
2 Financials 20.38%
3 Industrials 15.94%
4 Consumer Discretionary 13.4%
5 Healthcare 12.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.2M 0.06%
21,579
-2,897
52
$1.2M 0.06%
10,716
-1,439
53
$1.1M 0.06%
14,208
-1,908
54
$1M 0.05%
33,187
-4,457
55
$948K 0.05%
11,092
-1,489
56
$936K 0.05%
12,333
-1,434
57
$935K 0.05%
20,599
-2,767
58
$870K 0.04%
10,098
-1,355
59
$844K 0.04%
15,252
-2,048
60
$835K 0.04%
17,880
-2,402
61
$809K 0.04%
10,678
-1,435
62
$776K 0.04%
24,165
63
$764K 0.04%
39,760
-5,339
64
$717K 0.04%
18,400
65
$710K 0.04%
11,776
-1,581
66
$693K 0.04%
20,273
+1,471
67
$676K 0.03%
22,680
+164
68
$660K 0.03%
+15,406
69
$645K 0.03%
16,275
-2,187
70
$618K 0.03%
21,692
-2,913
71
$599K 0.03%
29,057
-3,903
72
$564K 0.03%
10,778
-1,448
73
$532K 0.03%
+19,040
74
$444K 0.02%
11,085
+854
75
$437K 0.02%
13,558
-1,136
1 2
3
4