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
$6.09B
AUM Growth
+$783M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$32M
3
+$30.8M
4
UNH icon
UnitedHealth
UNH
+$30.3M
5
TMO icon
Thermo Fisher Scientific
TMO
+$29.1M

Top Sells

1
+$6.57M
2
+$5.55M
3
+$4.27M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.17M
5
UNP icon
Union Pacific
UNP
+$1.62M

Sector Composition

1 Technology 31.32%
2 Financials 18.15%
3 Industrials 12.4%
4 Healthcare 11.32%
5 Consumer Discretionary 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$760K 0.01%
3,678
77
$696K 0.01%
6,568
78
$671K 0.01%
5,405
+151
79
$638K 0.01%
2,296
80
$579K 0.01%
3,200
81
$539K 0.01%
2,600
-500
82
$533K 0.01%
12,700
83
$483K 0.01%
990
84
$470K 0.01%
2,450
-1,000
85
$449K 0.01%
1,242
+65
86
$424K 0.01%
+4,953
87
$400K 0.01%
1,066
88
$387K 0.01%
1,400
89
$313K 0.01%
+3,376
90
$232K ﹤0.01%
+656
91
$230K ﹤0.01%
1,161
92
$222K ﹤0.01%
1,290
-600
93
$208K ﹤0.01%
+66
94
$208K ﹤0.01%
+5,232
95
$207K ﹤0.01%
+6,330
96
$205K ﹤0.01%
+2,670
97
$202K ﹤0.01%
+3,402
98
$202K ﹤0.01%
1,000
99
– –
-59,356
100
– –
-1,659
1 2 3
4
5