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
-$3.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$89.5M
2
+$33.6M
3
+$13.4M
4
MSFT icon
Microsoft
MSFT
+$4.1M
5
BDX icon
Becton Dickinson
BDX
+$4.07M

Top Sells

1
+$82.8M
2
+$13.6M
3
+$8.73M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.69M
5
META icon
Meta Platforms (Facebook)
META
+$8.03M

Sector Composition

1 Technology 20.43%
2 Financials 17.11%
3 Communication Services 14.81%
4 Industrials 13.43%
5 Healthcare 11.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-10,070
77
– –
-45,520
78
– –
-13,745
79
– –
-10,462
80
– –
-10,309
81
– –
-12,288
82
– –
-14,760
1 2 3
4