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
$3.52B
AUM Growth
+$279M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$40.1M
2 +$23.8M
3 +$23M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$20.4M
5
MMC icon
Marsh & McLennan
MMC
+$15.7M

Top Sells

1 +$37.1M
2 +$32.7M
3 +$15.6M
4
LEA icon
Lear
LEA
+$15.1M
5
AMT icon
American Tower
AMT
+$14.9M

Sector Composition

1 Technology 32.26%
2 Financials 22.1%
3 Materials 9.7%
4 Communication Services 7.68%
5 Consumer Discretionary 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-472,368
77
-140,353
78
-238,207
79
-53,648
80
-108,416
81
-58,256
82
-91,262
83
-58,431