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
$2.57B
AUM Growth
-$396M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$47.6M
2 +$42.9M
3 +$15.9M
4
YUMC icon
Yum China
YUMC
+$15.8M
5
AXP icon
American Express
AXP
+$12.2M

Top Sells

1 +$69M
2 +$17.2M
3 +$15.7M
4
SBUX icon
Starbucks
SBUX
+$9.35M
5
CRM icon
Salesforce
CRM
+$6.44M

Sector Composition

1 Technology 31.62%
2 Financials 23.41%
3 Consumer Discretionary 9.31%
4 Consumer Staples 8.54%
5 Communication Services 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$382K 0.01%
18,216
+1,380
77
-86,239
78
-102,794
79
-218,796