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

Top Buys

1
+$53.3M
2
+$39.7M
3
+$37.2M
4
TMO icon
Thermo Fisher Scientific
TMO
+$34.2M
5
MSFT icon
Microsoft
MSFT
+$27.7M

Top Sells

1
+$35M
2
+$16.2M
3
+$11.5M
4
TMUS icon
T-Mobile US
TMUS
+$8.42M
5
TPL icon
Texas Pacific Land
TPL
+$8.39M

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%
+950
102
– –
-1,000
103
– –
-6,330
104
– –
-3,402
105
– –
-5,003
106
– –
-145,555
1 2 3 4
5