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
276
$867K 0.01%
27,782
+4,175
277
$861K 0.01%
14,825
-4,900
278
$839K 0.01%
1,754
+842
279
$815K 0.01%
+8,090
280
$812K 0.01%
+4,665
281
$802K 0.01%
16,058
-51
282
$797K 0.01%
+28,124
283
$785K 0.01%
17,340
+185
284
$784K 0.01%
4,100
-275
285
$779K 0.01%
+16,453
286
$777K 0.01%
10,155
+6,549
287
$764K 0.01%
18,849
+3,957
288
$763K 0.01%
+5,546
289
$762K 0.01%
11,868
+2,819
290
$743K 0.01%
+35,240
291
$741K 0.01%
13,687
+9,789
292
$739K 0.01%
1,577
+1,019
293
$735K 0.01%
7,955
+646
294
$731K 0.01%
10,835
+8,135
295
$726K 0.01%
4,142
-37
296
$724K 0.01%
8,139
+5,185
297
$712K 0.01%
5,553
-32
298
$709K 0.01%
3,384
+1,402
299
$709K 0.01%
15,581
300
$704K 0.01%
2,991
10 11
12
13 14