WIM
Waverton Investment Management Portfolio holdings
AUM
$7.77B
1-Year Est. Return
25.07%
This Fund
S&P 500
1 Year Est. Return
+25.07%
AUM
$7.77B
AUM Growth
+$508M
(+7%)
Holding
107
Top Buys
| 1 | +$272M | |
| 2 | +$241M | |
| 3 | +$78.2M | |
| 4 |
Visa
V
|
+$68M |
| 5 |
MRSH
Marsh
MRSH
|
+$55.2M |
Top Sells
| 1 | +$227M | |
| 2 | +$211M | |
| 3 | +$87.9M | |
| 4 |
JPMorgan Chase
JPM
|
+$67.8M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$49.6M |
Sector Composition
| 1 | Technology | 26.12% |
| 2 | Financials | 25.91% |
| 3 | Industrials | 15.58% |
| 4 | Consumer Discretionary | 10.39% |
| 5 | Healthcare | 10% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Applied Materials
AMAT
$281B
| $205K | ﹤0.01% |
+1,000
|
|
||
102
American Water Works
AWK
$26.2B
| – | – |
-279,463
|
|
||
103
Costco
COST
$446B
| – | – |
-13,658
|
|
||
104
Danaher
DHR
$142B
| – | – |
-2,770
|
|
||
105
Infosys
INFY
$57B
| – | – |
-211,473
|
|
||
106
Prologis
PLD
$130B
| – | – |
-429,412
|
|
||
107
RenaissanceRe
RNR
$13B
| – | – |
-45,287
|
|