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
$1.7B
AUM Growth
+$557M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$21.6M
3
+$18.5M
4
AMZN icon
Amazon
AMZN
+$18M
5
IDXX icon
Idexx Laboratories
IDXX
+$11.4M

Top Sells

1
+$58.2M
2
+$17.5M
3
+$11.3M
4
RAI
Reynolds American Inc
RAI
+$10.8M
5
RYAAY icon
Ryanair
RYAAY
+$6.95M

Sector Composition

1 Technology 18.69%
2 Industrials 17.76%
3 Financials 15.29%
4 Consumer Staples 9.66%
5 Healthcare 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.07M 0.18%
+48,390
102
$3.05M 0.18%
+157,200
103
$3.04M 0.18%
+106,050
104
$2.96M 0.17%
+70,210
105
$2.95M 0.17%
+87,320
106
$2.94M 0.17%
+86,180
107
$2.94M 0.17%
+47,170
108
$2.92M 0.17%
+97,100
109
$2.89M 0.17%
+23,440
110
$2.83M 0.17%
82,500
111
$2.8M 0.16%
+78,537
112
$2.79M 0.16%
+57,440
113
$2.73M 0.16%
+41,660
114
$2.71M 0.16%
+86,490
115
$2.68M 0.16%
+160,250
116
$2.64M 0.16%
+14,460
117
$2.63M 0.15%
+39,580
118
$2.61M 0.15%
25,046
119
$2.6M 0.15%
+22,390
120
$2.58M 0.15%
+296,700
121
$2.53M 0.15%
+33,590
122
$2.53M 0.15%
+31,110
123
$2.5M 0.15%
+20,930
124
$2.49M 0.15%
+57,692
125
$2.49M 0.15%
+63,930
3 4
5
6 7