WIM
Waverton Investment Management Portfolio holdings
AUM
$7.26B
This Quarter Return
+4.82%
1 Year Return
+24.86%
3 Year Return
+100.84%
5 Year Return
+165.29%
10 Year Return
+454.08%
AUM
$1.53B
AUM Growth
+$1.53B
(-27%)
Cap. Flow
-$510M
Cap. Flow
% of AUM
-33.36%
Top 10 Holdings %
Top 10 Hldgs %
44.15%
Holding
170
New
9
Increased
14
Reduced
53
Closed
76
Top Buys
| 1 |
TWX
Time Warner Inc
TWX
|
$43.3M |
| 2 |
Union Pacific
UNP
|
$33.5M |
| 3 |
Boeing
BA
|
$32.4M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$25M |
| 5 |
Gilead Sciences
GILD
|
$22.1M |
Top Sells
| 1 |
Pfizer
PFE
|
$46.2M |
| 2 |
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
|
$42.9M |
| 3 |
Exxon Mobil
XOM
|
$41.8M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$41.2M |
| 5 |
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% |
