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
$1.7B
AUM Growth
+$557M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$21.6M
3
+$18.5M
4
AMZN icon
Amazon
AMZN
+$18M
5
IDXX icon
Idexx Laboratories
IDXX
+$11.4M

Top Sells

1
+$58.2M
2
+$17.5M
3
+$11.3M
4
RAI
Reynolds American Inc
RAI
+$10.8M
5
RYAAY icon
Ryanair
RYAAY
+$6.95M

Sector Composition

1 Technology 18.69%
2 Industrials 17.76%
3 Financials 15.29%
4 Consumer Staples 9.66%
5 Healthcare 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.09M 0.24%
+73,000
77
$4.07M 0.24%
+241,310
78
$3.97M 0.23%
+171,690
79
$3.95M 0.23%
+82,137
80
$3.79M 0.22%
+24,010
81
$3.53M 0.21%
+96,430
82
$3.46M 0.2%
+8,901,600
83
$3.45M 0.2%
118,200
84
$3.39M 0.2%
+120,220
85
$3.36M 0.2%
52,000
-650
86
$3.36M 0.2%
+43,580
87
$3.33M 0.2%
+76,281
88
$3.27M 0.19%
+120,290
89
$3.27M 0.19%
+67,560
90
$3.21M 0.19%
+33,730
91
$3.18M 0.19%
52,600
92
$3.18M 0.19%
+150,840
93
$3.14M 0.18%
+69,350
94
$3.13M 0.18%
+23,550
95
$3.11M 0.18%
+49,000
96
$3.11M 0.18%
+67,620
97
$3.11M 0.18%
+76,449
98
$3.09M 0.18%
+134,780
99
$3.08M 0.18%
+34,080
100
$3.08M 0.18%
+73,450
2 3
4
5 6