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
$1.54B
AUM Growth
-$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$68.4M
2 +$23.8M
3 +$11.5M
4
V icon
Visa
V
+$10.3M
5
LIVN icon
LivaNova
LIVN
+$6.1M

Top Sells

1 +$48M
2 +$19.7M
3 +$12.4M
4
AAPL icon
Apple
AAPL
+$10.2M
5
HD icon
Home Depot
HD
+$9.75M

Sector Composition

1 Financials 26.41%
2 Technology 17.13%
3 Communication Services 16.08%
4 Industrials 12.64%
5 Healthcare 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-23,800
102
-80,500
103
-49,300