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
$1.53B
AUM Growth
-$575M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$40.5M
2
+$33.2M
3
+$20.8M
4
AA icon
Alcoa
AA
+$16.2M
5
HAL icon
Halliburton
HAL
+$14.7M

Top Sells

1
+$46.7M
2
+$42.9M
3
+$41.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$41.2M
5
AMZN icon
Amazon
AMZN
+$24M

Sector Composition

1 Industrials 27.22%
2 Technology 18.96%
3 Financials 14.1%
4 Communication Services 9.88%
5 Consumer Staples 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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