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
$1.84B
AUM Growth
+$301M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$39.2M
2 +$22.2M
3 +$11.2M
4
TSM icon
TSMC
TSM
+$9.88M
5
DIS icon
Walt Disney
DIS
+$9.33M

Top Sells

1 +$31.7M
2 +$20.4M
3 +$19.8M
4
LMT icon
Lockheed Martin
LMT
+$13.6M
5
ILMN icon
Illumina
ILMN
+$12M

Sector Composition

1 Technology 30.62%
2 Financials 20.05%
3 Consumer Discretionary 15.69%
4 Industrials 13.32%
5 Healthcare 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$294K 0.02%
+12,400
52
-41,992