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
$6.09B
AUM Growth
+$783M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$147M
2 +$31.7M
3 +$31.3M
4
TMO icon
Thermo Fisher Scientific
TMO
+$30.4M
5
SNPS icon
Synopsys
SNPS
+$29.1M

Top Sells

1 +$6.5M
2 +$5.49M
3 +$4.27M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.26M
5
UNP icon
Union Pacific
UNP
+$1.65M

Sector Composition

1 Technology 31.32%
2 Financials 18.15%
3 Industrials 12.4%
4 Healthcare 11.32%
5 Consumer Discretionary 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,590
102
-1,975
103
-307