WIM

Waverton Investment Management Portfolio holdings

AUM $7.77B
1-Year Est. Return 25.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.71B
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$21.7M
3
+$12.2M
4
V icon
Visa
V
+$12M
5
BDX icon
Becton Dickinson
BDX
+$7.68M

Top Sells

1
+$38.4M
2
+$22.4M
3
+$15.8M
4
KEF
Korea Equity Fund
KEF
+$10.3M
5
MSFT icon
Microsoft
MSFT
+$4.62M

Sector Composition

1 Financials 21.77%
2 Technology 20.03%
3 Communication Services 14.65%
4 Industrials 12.95%
5 Healthcare 12.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$436K 0.03%
10,309
77
$412K 0.02%
22,817
78
– –
-705,000
79
– –
-500,000
80
– –
-18,473
81
– –
-14,265
82
– –
-616,846
83
– –
-299,490
84
– –
-15,598
1 2 3
4