WJWM

Williams Jones Wealth Management Portfolio holdings

AUM $8.74B
1-Year Est. Return 18.07%
This Quarter Est. Return
1 Year Est. Return
+18.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.15B
AUM Growth
+$756M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$20.2M
3
+$9.1M
4
TMO icon
Thermo Fisher Scientific
TMO
+$8.67M
5
ABT icon
Abbott
ABT
+$8.15M

Top Sells

1
+$9.09M
2
+$8.61M
3
+$8.22M
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$4.43M
5
MTD icon
Mettler-Toledo International
MTD
+$4.36M

Sector Composition

1 Healthcare 22.56%
2 Technology 21.65%
3 Financials 12.52%
4 Communication Services 8.45%
5 Consumer Staples 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.07M 0.01%
128,298
+2,000
227
$1.03M 0.01%
9,131
+587
228
$1.03M 0.01%
21,547
+986
229
$1.02M 0.01%
25,381
+9,250
230
$1.01M 0.01%
4,264
-127
231
$1.01M 0.01%
8,106
+531
232
$999K 0.01%
43,535
-14,760
233
$997K 0.01%
67,097
-16,589
234
$997K 0.01%
15,729
-2,846
235
$991K 0.01%
14,114
+4,060
236
$974K 0.01%
11,671
+1,118
237
$949K 0.01%
17,655
-4,190
238
$948K 0.01%
26,687
-279
239
$945K 0.01%
1,692
-192
240
$891K 0.01%
10,675
-80
241
$887K 0.01%
10,383
-626
242
$862K 0.01%
28,112
+12,820
243
$854K 0.01%
2,955
-25
244
$842K 0.01%
6,380
+1,262
245
$841K 0.01%
3,550
-4
246
$833K 0.01%
2,409
-25
247
$832K 0.01%
5,700
248
$823K 0.01%
6,985
-1,000
249
$790K 0.01%
16,730
-1,000
250
$788K 0.01%
23,369
+4,899
8 9
10
11 12