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
$1.96B
AUM Growth
-$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$87.4M
2
+$66.2M
3
+$7.24M
4
T icon
AT&T
T
+$6.09M
5
MDT icon
Medtronic
MDT
+$5.19M

Top Sells

1
+$68.4M
2
+$40.5M
3
+$32.2M
4
BIIB icon
Biogen
BIIB
+$14.5M
5
AMZN icon
Amazon
AMZN
+$11.3M

Sector Composition

1 Technology 22.04%
2 Financials 20.38%
3 Industrials 15.94%
4 Consumer Discretionary 13.4%
5 Healthcare 12.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$229K 0.01%
9,947
-1,336
77
– –
-10,655
78
– –
-10,757
79
– –
-29,826
80
– –
-11,281
81
– –
-12,037
82
– –
0
83
– –
-16,322
84
– –
-14,985
1 2 3
4