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

Top Buys

1
+$109M
2
+$32M
3
+$30.8M
4
UNH icon
UnitedHealth
UNH
+$30.3M
5
TMO icon
Thermo Fisher Scientific
TMO
+$29.1M

Top Sells

1
+$6.57M
2
+$5.55M
3
+$4.27M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.17M
5
UNP icon
Union Pacific
UNP
+$1.62M

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
1 2 3 4
5