WIM

Waverton Investment Management Portfolio holdings

AUM $7.77B
1-Year Est. Return 25.07%
This Quarter Est. Return
1 Year Est. Return
+25.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.97B
AUM Growth
+$67.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$52.7M
2
+$23M
3
+$8.15M
4
HD icon
Home Depot
HD
+$7.88M
5
CRM icon
Salesforce
CRM
+$7.78M

Top Sells

1
+$45.5M
2
+$36.9M
3
+$25M
4
AAPL icon
Apple
AAPL
+$18.6M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$12.5M

Sector Composition

1 Technology 23.58%
2 Financials 19.31%
3 Industrials 15.65%
4 Healthcare 13.55%
5 Consumer Discretionary 13.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$518K 0.03%
+10,231
77
$289K 0.01%
11,283
+678
78
– –
0
79
– –
-212,520
80
– –
-772,860
81
– –
-32,280
1 2 3
4