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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
$1.96B
AUM Growth
+$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$86.9M
2
+$70.1M
3
+$27M
4
DE icon
Deere & Co
DE
+$21.8M
5
XOM icon
Exxon Mobil
XOM
+$15.2M

Top Sells

1
+$46.6M
2
+$25.9M
3
+$22.4M
4
MSM icon
MSC Industrial Direct
MSM
+$10.9M
5
QCOM icon
Qualcomm
QCOM
+$8.26M

Sector Composition

1 Industrials 22.34%
2 Technology 16.94%
3 Financials 15.48%
4 Communication Services 8.78%
5 Energy 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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-77,935
177
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-96,430
178
– –
-47,170
179
– –
-324,945
180
– –
-13,760
181
– –
-42
182
– –
-14,350
183
– –
-171,690
184
– –
-13,430
185
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-69,960
186
– –
-62,710
187
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-5,800
188
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-455,000
189
– –
-211,480
190
– –
-739,022
191
– –
-157,200
192
– –
-33,450
193
– –
-73,280
194
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-137,570
4 5 6 7
8