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
$1.15B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$90.6M
2
+$77.4M
3
+$76.6M
4
UNP icon
Union Pacific
UNP
+$58.2M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$55.1M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 22.73%
2 Technology 19.44%
3 Financials 14.3%
4 Consumer Staples 11.3%
5 Healthcare 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$856K 0.07%
+17,500
77
$758K 0.07%
+12,000
78
$754K 0.07%
+17,020
79
$701K 0.06%
+64
80
$679K 0.06%
+19,700
81
$554K 0.05%
+10,500
82
$530K 0.05%
+41,210
83
$272K 0.02%
+10,100
84
$205K 0.02%
+5,800
1 2 3
4