WIM

Waverton Investment Management Portfolio holdings

AUM $7.77B
1-Year Est. Return 25.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.07%
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
+$65.7M
2
+$23.4M
3
+$11.3M
4
V icon
Visa
V
+$10.2M
5
LIVN icon
LivaNova
LIVN
+$5.64M

Top Sells

1
+$47.2M
2
+$20.9M
3
+$11.7M
4
AAPL icon
Apple
AAPL
+$10.5M
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
– –
-13,595
102
– –
-80,500
103
– –
-49,300
1 2 3 4
5