WIM
Waverton Investment Management Portfolio holdings
AUM
$7.26B
1-Year Return
24.86%
This Quarter Return
+0.19%
1 Year Return
+24.86%
3 Year Return
+100.84%
5 Year Return
+165.29%
10 Year Return
+454.08%
AUM
$1.31B
AUM Growth
-$21M
(-1.6%)
Cap. Flow
-$5.9M
Cap. Flow
% of AUM
-0.45%
Top 10 Holdings %
Top 10 Hldgs %
48.5%
Holding
118
New
9
Increased
26
Reduced
41
Closed
12
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$53.6M |
| 2 |
GE Aerospace
GE
|
$39.4M |
| 3 |
Baidu
BIDU
|
$32M |
| 4 |
Meta Platforms (Facebook)
META
|
$18M |
| 5 |
Apple
AAPL
|
$16M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$50.4M |
| 2 |
Avnet
AVT
|
$22.5M |
| 3 |
Union Pacific
UNP
|
$21.7M |
| 4 |
Bath & Body Works
BBWI
|
$16.7M |
| 5 |
Sensata Technologies
ST
|
$12.7M |
Sector Composition
| 1 | Financials | 20.11% |
| 2 | Communication Services | 16.55% |
| 3 | Technology | 14.37% |
| 4 | Industrials | 14.26% |
| 5 | Healthcare | 13.72% |
