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
$1.54B
AUM Growth
-$393M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$71.2M
2 +$27.5M
3 +$22.5M
4
INFY icon
Infosys
INFY
+$6.52M
5
TEL icon
TE Connectivity
TEL
+$4.3M

Top Sells

1 +$83.5M
2 +$46.6M
3 +$24.7M
4
AAPL icon
Apple
AAPL
+$12.7M
5
AXP icon
American Express
AXP
+$11.8M

Sector Composition

1 Technology 27.4%
2 Financials 19.39%
3 Industrials 15.02%
4 Consumer Discretionary 14.63%
5 Healthcare 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-12,251
52
-120,750