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
$2.01B
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$97.9M
2
+$39M
3
+$35.8M
4
TEL icon
TE Connectivity
TEL
+$20.1M
5
AXP icon
American Express
AXP
+$12.2M

Top Sells

1
+$84.2M
2
+$47.6M
3
+$27M
4
AMZN icon
Amazon
AMZN
+$25.7M
5
CRM icon
Salesforce
CRM
+$23M

Sector Composition

1 Technology 30.67%
2 Financials 20.66%
3 Consumer Discretionary 16.97%
4 Industrials 13.32%
5 Consumer Staples 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$496K 0.02%
12,000
52
$298K 0.01%
12,400
53
– –
-31,400
54
– –
-360,891
55
– –
-12,062
56
– –
-71,310
1 2
3