WIM
Waverton Investment Management Portfolio holdings
AUM
$7.26B
This Quarter Return
-4.82%
1 Year Return
+24.86%
3 Year Return
+100.84%
5 Year Return
+165.29%
10 Year Return
+454.08%
AUM
$2.97B
AUM Growth
+$2.97B
(-5.9%)
Cap. Flow
+$30.9M
Cap. Flow
% of AUM
1.04%
Top 10 Holdings %
Top 10 Hldgs %
53.63%
Holding
76
New
8
Increased
38
Reduced
25
Closed
2
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$89.1M |
| 2 |
DuPont de Nemours
DD
|
$81.5M |
| 3 |
American International
AIG
|
$34M |
| 4 |
PepsiCo
PEP
|
$18.7M |
| 5 |
American Express
AXP
|
$13.9M |
Top Sells
| 1 |
Fidelity National Financial
FNF
|
$81.3M |
| 2 |
Home Depot
HD
|
$68.9M |
| 3 |
Walt Disney
DIS
|
$37.2M |
| 4 |
Marsh & McLennan
MMC
|
$28M |
| 5 |
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% |