WIM

Waverton Investment Management Portfolio holdings

AUM $7.77B
1-Year Est. Return 25.07%
This Quarter Est. Return
1 Year Est. Return
+25.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$57.2M
2
+$53.4M
3
+$30.2M
4
WT icon
WisdomTree
WT
+$8.69M
5
OMC icon
Omnicom Group
OMC
+$4.8M

Top Sells

1
+$53.6M
2
+$52.6M
3
+$8.25M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.02M
5
MRSH
Marsh
MRSH
+$5.45M

Sector Composition

1 Financials 20.1%
2 Communication Services 16.69%
3 Industrials 14.69%
4 Healthcare 14.19%
5 Technology 12.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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110
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114
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116
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-531,160
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118
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5