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
$4.81B
AUM Growth
+$695M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$185M
2 +$110M
3 +$52.1M
4
PEP icon
PepsiCo
PEP
+$34.9M
5
MSFT icon
Microsoft
MSFT
+$33.4M

Top Sells

1 +$124M
2 +$84.4M
3 +$27.5M
4
AMD icon
Advanced Micro Devices
AMD
+$26.5M
5
CMI icon
Cummins
CMI
+$25.8M

Sector Composition

1 Technology 33.21%
2 Financials 20.24%
3 Healthcare 9.82%
4 Industrials 9.77%
5 Consumer Discretionary 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-12,248