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

Top Buys

1 +$42.4M
2 +$23.6M
3 +$10.6M
4
LHX icon
L3Harris
LHX
+$10.1M
5
DIS icon
Walt Disney
DIS
+$9.42M

Top Sells

1 +$30.7M
2 +$22.8M
3 +$22.6M
4
ILMN icon
Illumina
ILMN
+$13.4M
5
LMT icon
Lockheed Martin
LMT
+$13.1M

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