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
-$3.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.5M
3
+$5.35M
4
GXO icon
GXO Logistics
GXO
+$5.31M
5
DXCM icon
DexCom
DXCM
+$4.5M

Top Sells

1
+$15M
2
+$12.1M
3
+$10.1M
4
CLVT icon
Clarivate
CLVT
+$8.19M
5
MTD icon
Mettler-Toledo International
MTD
+$5.08M

Sector Composition

1 Healthcare 22.65%
2 Technology 21.89%
3 Financials 12.2%
4 Communication Services 8.36%
5 Consumer Staples 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$777K 0.01%
4,286
-1,383
252
$775K 0.01%
9,883
-500
253
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254
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255
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256
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257
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258
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259
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261
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262
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263
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271
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272
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273
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24,195
-2,000
274
$624K 0.01%
838
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275
$612K 0.01%
8,274
9 10
11
12 13