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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
151
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152
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-47,445
153
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-8,951,600
154
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-48,730
155
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-93,998
156
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-13,860
157
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-88,179
158
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-73,480
159
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-33,920
160
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161
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163
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164
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165
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166
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167
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168
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-27,900
169
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-161,650
170
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-81,793
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