WIM
Waverton Investment Management Portfolio holdings
AUM
$7.77B
1-Year Est. Return
25.07%
1 Year Est. Return
+25.07%
AUM
$7.77B
AUM Growth
+$508M
(+7%)
Holding
107
Top Buys
| 1 | +$256M | |
| 2 | +$234M | |
| 3 | +$77.5M | |
| 4 |
Visa
V
|
+$67M |
| 5 |
Marsh & McLennan
MMC
|
+$54.1M |
Top Sells
| 1 | +$237M | |
| 2 | +$231M | |
| 3 | +$99.1M | |
| 4 |
JPMorgan Chase
JPM
|
+$71.9M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$57.5M |
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
$203B
| $205K | ﹤0.01% |
+1,000
|
|
||
102
American Water Works
AWK
$25.6B
| – | – |
-279,463
|
|
||
103
Costco
COST
$404B
| – | – |
-13,658
|
|
||
104
Danaher
DHR
$158B
| – | – |
-2,770
|
|
||
105
Infosys
INFY
$72.3B
| – | – |
-211,473
|
|
||
106
Prologis
PLD
$120B
| – | – |
-429,412
|
|
||
107
RenaissanceRe
RNR
$12.2B
| – | – |
-45,287
|
|