WJWM

Williams Jones Wealth Management Portfolio holdings

AUM $8.85B
1-Year Est. Return 20.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.43%
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
537
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$20.1M
3
+$9.77M
4
ABT icon
Abbott
ABT
+$8.19M
5
TMO icon
Thermo Fisher Scientific
TMO
+$8.11M

Top Sells

1
+$9.03M
2
+$8.64M
3
+$7.19M
4
MTD icon
Mettler-Toledo International
MTD
+$4.06M
5
V icon
Visa
V
+$3.72M

Sector Composition

1 Healthcare 22.56%
2 Technology 21.65%
3 Financials 12.52%
4 Communication Services 8.46%
5 Consumer Staples 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$580K 0.01%
+3,493
277
$574K 0.01%
9,421
+1,360
278
$566K 0.01%
43,000
279
$562K 0.01%
24,000
+4,000
280
$552K 0.01%
8,386
-4,935
281
$544K 0.01%
787
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282
$543K 0.01%
120,100
+60,750
283
$538K 0.01%
4,156
+6
284
$536K 0.01%
16,200
-113
285
$531K 0.01%
16,626
-8,223
286
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4,432
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287
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8,142
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288
$507K 0.01%
2,340
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289
$506K 0.01%
+32,460
290
$505K 0.01%
+3,607
291
$496K 0.01%
9,630
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292
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293
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1,988
294
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3,000
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295
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18,000
296
$484K 0.01%
5,157
-1,134
297
$479K 0.01%
+37,000
298
$475K 0.01%
5,861
+1,098
299
$474K 0.01%
4,210
300
$471K 0.01%
5,438
10 11
12
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