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
251
$784K 0.01%
4,490
+1,496
252
$768K 0.01%
+4,050
253
$758K 0.01%
9,713
+5,389
254
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6,430
-95
255
$738K 0.01%
9,264
+856
256
$729K 0.01%
9,052
+3
257
$716K 0.01%
327
258
$713K 0.01%
6,000
259
$704K 0.01%
8,711
260
$700K 0.01%
2,832
+105
261
$697K 0.01%
5,537
+2,330
262
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26,195
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263
$686K 0.01%
5,256
+6
264
$672K 0.01%
5,950
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265
$651K 0.01%
8,242
+1,789
266
$649K 0.01%
95,705
-12,000
267
$648K 0.01%
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268
$645K 0.01%
3,200
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269
$640K 0.01%
32,464
-5,252
270
$627K 0.01%
13,542
271
$620K 0.01%
6,790
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272
$602K 0.01%
8,274
+1,714
273
$597K 0.01%
32,767
+1,980
274
$590K 0.01%
2,804
-16
275
$585K 0.01%
3,179
+500
9 10
11
12 13