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
$6.28B
AUM Growth
+$189M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$49M
2 +$40.1M
3 +$34.5M
4
TMO icon
Thermo Fisher Scientific
TMO
+$32.4M
5
MSFT icon
Microsoft
MSFT
+$27.4M

Top Sells

1 +$36.9M
2 +$13.9M
3 +$10.7M
4
TMUS icon
T-Mobile US
TMUS
+$8.17M
5
TPL icon
Texas Pacific Land
TPL
+$7.58M

Sector Composition

1 Technology 31.05%
2 Financials 19.62%
3 Industrials 11.51%
4 Consumer Discretionary 10.73%
5 Healthcare 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$201K ﹤0.01%
+190
102
-1,000
103
-6,330
104
-2,564
105
-5,003
106
-145,555