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
$6.18B
AUM Growth
-$1,000M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$18.4M
3
+$12.5M
4
JNJ icon
Johnson & Johnson
JNJ
+$8.52M
5
XOM icon
Exxon Mobil
XOM
+$8.37M

Top Sells

1
+$19.3M
2
+$18M
3
+$11.5M
4
NFLX icon
Netflix
NFLX
+$8.51M
5
AAPL icon
Apple
AAPL
+$5.04M

Sector Composition

1 Healthcare 22.59%
2 Technology 20.71%
3 Consumer Staples 11.92%
4 Financials 11.02%
5 Consumer Discretionary 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.07M 0.02%
8,810
+3,637
252
$1.06M 0.02%
7,758
+2,618
253
$1.05M 0.02%
8,241
+4,191
254
$1.05M 0.02%
3,863
+1,787
255
$1.04M 0.02%
+30,500
256
$1.04M 0.02%
13,576
+3,570
257
$1.03M 0.02%
4,902
+2,525
258
$1.03M 0.02%
1,736
+15
259
$1.02M 0.02%
6,683
+3,251
260
$1.01M 0.02%
12,264
+7,751
261
$990K 0.02%
7,280
+1,514
262
$982K 0.02%
31,232
-350
263
$977K 0.02%
28,475
-955
264
$973K 0.02%
23,022
+4,700
265
$973K 0.02%
11,034
+6,972
266
$967K 0.02%
4,909
-42
267
$963K 0.02%
6,110
+1,533
268
$944K 0.02%
12,056
269
$944K 0.02%
28,098
-118
270
$940K 0.02%
6,285
-603
271
$903K 0.01%
3,019
+398
272
$879K 0.01%
4,365
+815
273
$874K 0.01%
22,028
274
$872K 0.01%
18,138
+5,786
275
$869K 0.01%
9,547
+26
9 10
11
12 13