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
$2.54B
AUM Growth
-$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$10.9M
3
+$5.56M
4
CME icon
CME Group
CME
+$4.7M
5
HD icon
Home Depot
HD
+$4.46M

Top Sells

1
+$17.5M
2
+$8.48M
3
+$8M
4
MSFT icon
Microsoft
MSFT
+$6.75M
5
HON icon
Honeywell
HON
+$6.6M

Sector Composition

1 Technology 33.2%
2 Financials 24.81%
3 Consumer Discretionary 16.85%
4 Industrials 7.81%
5 Consumer Staples 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$345K 0.01%
+13,288
52
$322K 0.01%
15,777
-437
53
– –
-42,100
54
– –
-10,105
1 2
3