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
$2.57B
AUM Growth
+$269M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$21.3M
3
+$8.86M
4
V icon
Visa
V
+$7.35M
5
YUMC icon
Yum China
YUMC
+$5.9M

Top Sells

1
+$13.6M
2
+$10.8M
3
+$4.96M
4
DAO
Youdao
DAO
+$3.68M
5
ABT icon
Abbott
ABT
+$3.48M

Sector Composition

1 Technology 32.98%
2 Financials 24.85%
3 Consumer Discretionary 17.21%
4 Industrials 8.57%
5 Consumer Staples 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$388K 0.02%
+10,000
52
$352K 0.01%
16,214
-102,808
53
– –
-29,000
54
– –
-20,730
55
– –
-154,618
56
– –
-19,100
1 2
3