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

Top Buys

1
+$43.3M
2
+$32.4M
3
+$22.1M
4
AA icon
Alcoa
AA
+$17.7M
5
HAL icon
Halliburton
HAL
+$16.3M

Top Sells

1
+$46.2M
2
+$42.9M
3
+$41.8M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$41.2M
5
HP icon
Helmerich & Payne
HP
+$24.9M

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
151
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152
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154
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155
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-43,910
156
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-74,000
157
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-64,510
158
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-59,140
159
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160
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161
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-135,580
162
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163
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-41,950
164
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-63,930
165
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-64,360
166
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167
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-39,840
168
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-103,941
169
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-1,000,000
170
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-41,990
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