WIM

Waverton Investment Management Portfolio holdings

AUM $7.77B
1-Year Est. Return 25.07%
This Fund
S&P 500
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 +$36M
2 +$25.6M
3 +$23.9M
4
INFY icon
Infosys
INFY
+$7.99M
5
TEL icon
TE Connectivity
TEL
+$5.83M

Top Sells

1 +$113M
2 +$57.8M
3 +$28.7M
4
AXP icon
American Express
AXP
+$16M
5
AAPL icon
Apple
AAPL
+$14.7M

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
-20,500
52
-10,800