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
$6.28B
AUM Growth
+$189M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$49M
2
+$40.1M
3
+$34.5M
4
TMO icon
Thermo Fisher Scientific
TMO
+$32.4M
5
MSFT icon
Microsoft
MSFT
+$27.4M

Top Sells

1
+$36.9M
2
+$13.9M
3
+$10.7M
4
TMUS icon
T-Mobile US
TMUS
+$8.17M
5
TPL icon
Texas Pacific Land
TPL
+$7.58M

Sector Composition

1 Technology 31.05%
2 Financials 19.62%
3 Industrials 11.51%
4 Consumer Discretionary 10.73%
5 Healthcare 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$674K 0.01%
1,145
-550
77
$635K 0.01%
5,405
78
$587K 0.01%
3,200
79
$563K 0.01%
2,454
+158
80
$550K 0.01%
2,940
-618
81
$526K 0.01%
5,782
-2,165
82
$516K 0.01%
19,444
-14,500
83
$513K 0.01%
1,028
-1,170
84
$505K 0.01%
2,180
+890
85
$493K 0.01%
1,369
+127
86
$481K 0.01%
12,665
-35
87
$460K 0.01%
2,450
88
$428K 0.01%
1,066
89
$410K 0.01%
1,400
90
$407K 0.01%
1,156
+500
91
$390K 0.01%
1,728
-1,950
92
$384K 0.01%
5,305
+352
93
$293K ﹤0.01%
+2,428
94
$274K ﹤0.01%
6,222
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95
$227K ﹤0.01%
1,161
96
$212K ﹤0.01%
66
97
$211K ﹤0.01%
2,276
-1,100
98
$204K ﹤0.01%
+562
99
$203K ﹤0.01%
+701
100
$203K ﹤0.01%
2,670
1 2 3
4
5