WIM

Waverton Investment Management Portfolio holdings

AUM $7.26B
1-Year Est. Return 24.86%
This Quarter Est. Return
1 Year Est. Return
+24.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.09B
AUM Growth
+$783M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$147M
2
+$31.7M
3
+$31.3M
4
TMO icon
Thermo Fisher Scientific
TMO
+$30.4M
5
SNPS icon
Synopsys
SNPS
+$29.1M

Top Sells

1
+$6.5M
2
+$5.49M
3
+$4.27M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.26M
5
UNP icon
Union Pacific
UNP
+$1.65M

Sector Composition

1 Technology 31.32%
2 Financials 18.15%
3 Industrials 12.4%
4 Healthcare 11.32%
5 Consumer Discretionary 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.63M 0.09%
252,773
-42,610
52
$4.71M 0.08%
145,555
53
$4.44M 0.07%
187,585
-2,200
54
$4.21M 0.07%
138,050
-650
55
$2.73M 0.04%
22,459
-830
56
$2.34M 0.04%
4,733
+1,126
57
$2.32M 0.04%
19,823
58
$2.03M 0.03%
7,433
+518
59
$2.03M 0.03%
32,400
+17,700
60
$1.68M 0.03%
11,397
-44,170
61
$1.49M 0.02%
3,670
+179
62
$1.24M 0.02%
19,760
63
$1.22M 0.02%
4,956
-6,680
64
$1.22M 0.02%
21,525
65
$1.14M 0.02%
2,198
-2,755
66
$1.13M 0.02%
1,935
67
$1.12M 0.02%
9,891
68
$1.11M 0.02%
5,003
69
$1.01M 0.02%
18,880
70
$1,000K 0.02%
22,258
-1,553
71
$982K 0.02%
33,944
-9,680
72
$978K 0.02%
1,695
73
$868K 0.01%
5,401
74
$825K 0.01%
7,947
-5,900
75
$785K 0.01%
3,558
-1,810
1 2
3
4 5