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
276
$583K 0.01%
5,288
277
$580K 0.01%
+3,493
278
$574K 0.01%
9,421
+1,360
279
$566K 0.01%
43,000
280
$562K 0.01%
24,000
+4,000
281
$552K 0.01%
9,434
-5,552
282
$544K 0.01%
787
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283
$543K 0.01%
120,100
+60,750
284
$538K 0.01%
4,156
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285
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-113
286
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16,626
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287
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288
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289
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8,142
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290
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291
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292
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293
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9,630
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294
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295
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296
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3,000
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297
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18,000
298
$484K 0.01%
5,157
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299
$479K 0.01%
+37,000
300
$475K 0.01%
5,861
+1,098
10 11
12
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