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WJWM

Williams Jones Wealth Management Portfolio holdings

AUM $8.14B
1-Year Est. Return 19.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.74B
AUM Growth
+$377M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$53.8M
2
+$18.3M
3
+$17.7M
4
DELL icon
Dell
DELL
+$15.7M
5
IAU icon
iShares Gold Trust
IAU
+$13.8M

Top Sells

1
+$51.3M
2
+$37.4M
3
+$13.7M
4
LLY icon
Eli Lilly
LLY
+$10.7M
5
ZTS icon
Zoetis
ZTS
+$9.95M

Sector Composition

1 Technology 30.09%
2 Financials 13.42%
3 Healthcare 12.99%
4 Industrials 9.34%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$894K 0.01%
3,168
-872
252
$888K 0.01%
33,000
253
$880K 0.01%
3,590
254
$879K 0.01%
36,709
-10,951
255
$879K 0.01%
5,163
+2,225
256
$874K 0.01%
134,072
257
$872K 0.01%
17,500
-29,300
258
$869K 0.01%
2,957
-2,363
259
$863K 0.01%
1,759
-390
260
$861K 0.01%
19,592
261
$850K 0.01%
1,100
262
$848K 0.01%
31,326
263
$843K 0.01%
5,000
-450
264
$842K 0.01%
870
+86
265
$834K 0.01%
4,984
266
$834K 0.01%
12,623
-1,721
267
$826K 0.01%
32,000
268
$823K 0.01%
12,000
269
$816K 0.01%
2,922
+219
270
$807K 0.01%
4,325
-20
271
$796K 0.01%
49,750
+20,050
272
$789K 0.01%
3,675
273
$787K 0.01%
2,876
274
$772K 0.01%
5,700
275
$767K 0.01%
9,816
9 10
11
12 13