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
$1.49B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$19.1M
2 +$12.3M
3 +$12.1M
4
WFC icon
Wells Fargo
WFC
+$10.4M
5
TSM icon
TSMC
TSM
+$10.2M

Top Sells

1 +$22.8M
2 +$10.8M
3 +$8.69M
4
AVT icon
Avnet
AVT
+$8.18M
5
MA icon
Mastercard
MA
+$7.72M

Sector Composition

1 Financials 19.65%
2 Communication Services 17.78%
3 Technology 13.69%
4 Industrials 13.6%
5 Healthcare 12.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-25,000
102
-18,400
103
-26,060
104
-229,000
105
-33,334
106
-113,275