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
$1.94B
AUM Growth
-$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$8.34M
3
+$5.09M
4
AXP icon
American Express
AXP
+$4.66M
5
INFY icon
Infosys
INFY
+$4.64M

Top Sells

1
+$44.5M
2
+$17M
3
+$14.3M
4
MSFT icon
Microsoft
MSFT
+$11.1M
5
AAPL icon
Apple
AAPL
+$11M

Sector Composition

1 Technology 23.79%
2 Financials 22.66%
3 Industrials 15.75%
4 Consumer Discretionary 12.48%
5 Healthcare 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-15,406
77
– –
-14,208
78
– –
-22,680
79
– –
-20,273
1 2 3
4