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
$2.97B
AUM Growth
-$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$89.1M
2 +$81.5M
3 +$34M
4
PEP icon
PepsiCo
PEP
+$18.7M
5
AXP icon
American Express
AXP
+$13.9M

Top Sells

1 +$81.3M
2 +$68.9M
3 +$37.2M
4
MMC icon
Marsh & McLennan
MMC
+$28M
5
COST icon
Costco
COST
+$18.8M

Sector Composition

1 Technology 31.13%
2 Financials 23.13%
3 Consumer Discretionary 12.14%
4 Consumer Staples 8.47%
5 Industrials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-11,000