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
$1.91B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$67.4M
2
+$30.6M
3
+$16M
4
HD icon
Home Depot
HD
+$14.2M
5
EOG icon
EOG Resources
EOG
+$4.66M

Top Sells

1
+$40.2M
2
+$24.4M
3
+$8.36M
4
EMR icon
Emerson Electric
EMR
+$7.41M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.88M

Sector Composition

1 Technology 23.63%
2 Financials 17.62%
3 Healthcare 12.5%
4 Consumer Discretionary 12.38%
5 Industrials 12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-20,452
77
– –
-112,650
78
– –
-25,503
79
– –
-14,028
1 2 3
4