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
$1.7B
AUM Growth
+$557M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$21.6M
3
+$18.5M
4
AMZN icon
Amazon
AMZN
+$18M
5
IDXX icon
Idexx Laboratories
IDXX
+$11.4M

Top Sells

1
+$58.2M
2
+$17.5M
3
+$11.3M
4
RAI
Reynolds American Inc
RAI
+$10.8M
5
RYAAY icon
Ryanair
RYAAY
+$6.95M

Sector Composition

1 Technology 18.69%
2 Industrials 17.76%
3 Financials 15.29%
4 Consumer Staples 9.66%
5 Healthcare 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.47M 0.14%
+30,310
127
$2.45M 0.14%
+76,980
128
$2.31M 0.14%
+14,020
129
$2.27M 0.13%
+13,430
130
$2.27M 0.13%
69,400
+1,500
131
$2.2M 0.13%
+2,000,000
132
$2.18M 0.13%
+48,757
133
$2.15M 0.13%
+29,390
134
$2.07M 0.12%
+83,290
135
$2.05M 0.12%
100,276
-340,804
136
$2.04M 0.12%
+36,771
137
$2.04M 0.12%
+43,480
138
$2.02M 0.12%
+42,243
139
$2.02M 0.12%
+32,130
140
$2.02M 0.12%
+211,480
141
$2.01M 0.12%
+56,000
142
$2M 0.12%
+25,453
143
$1.97M 0.12%
25,520
144
$1.96M 0.11%
+56,170
145
$1.95M 0.11%
+41,540
146
$1.95M 0.11%
381,962
-2,750
147
$1.93M 0.11%
+73,520
148
$1.92M 0.11%
25,273
149
$1.91M 0.11%
+73,280
150
$1.9M 0.11%
+84,670
4 5
6
7 8