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
$1.71B
AUM Growth
+$6.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$70.4M
2 +$23.7M
3 +$14.9M
4
SLB icon
SLB Limited
SLB
+$10M
5
BIIB icon
Biogen
BIIB
+$8.37M

Top Sells

1 +$70.2M
2 +$53.3M
3 +$35M
4
OI icon
O-I Glass
OI
+$21M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11M

Sector Composition

1 Technology 23.54%
2 Financials 17.05%
3 Communication Services 13.6%
4 Healthcare 12.63%
5 Energy 11.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-17,106
77
-971,003
78
-12,731
79
-36,600
80
-369,695