WIM

Waverton Investment Management Portfolio holdings

AUM $7.77B
1-Year Est. Return 25.07%
This Quarter Est. Return
1 Year Est. Return
+25.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.46B
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$42.8M
2
+$36M
3
+$26M
4
MSFT icon
Microsoft
MSFT
+$25.8M
5
UNH icon
UnitedHealth
UNH
+$21.7M

Top Sells

1
+$35.6M
2
+$31.1M
3
+$15.3M
4
ORLY icon
O'Reilly Automotive
ORLY
+$12.6M
5
PLD icon
Prologis
PLD
+$9.11M

Sector Composition

1 Technology 29.78%
2 Financials 20.88%
3 Industrials 11.12%
4 Healthcare 10.85%
5 Consumer Discretionary 10.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$206K ﹤0.01%
2,670
102
$204K ﹤0.01%
+1,590
103
– –
-1,400
104
– –
-66
105
– –
-562
106
– –
-190
107
– –
-19,444
1 2 3 4
5