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
$6.68B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
592
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$15.7M
3
+$11.4M
4
ACN icon
Accenture
ACN
+$9.59M
5
J icon
Jacobs Solutions
J
+$7.89M

Top Sells

1
+$17.6M
2
+$16.1M
3
+$12.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$12.5M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$12.1M

Sector Composition

1 Technology 23.63%
2 Healthcare 21.57%
3 Financials 11.72%
4 Consumer Staples 10.73%
5 Industrials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$742K 0.01%
28,319
+297
277
$741K 0.01%
9,734
278
$721K 0.01%
5,848
-1,100
279
$721K 0.01%
5,303
280
$718K 0.01%
5,901
281
$715K 0.01%
11,382
-7,000
282
$713K 0.01%
5,398
283
$712K 0.01%
1,562
-731
284
$706K 0.01%
13,252
-9,457
285
$705K 0.01%
6,000
286
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3,724
287
$652K 0.01%
2,983
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288
$640K 0.01%
19,748
-8,000
289
$630K 0.01%
1,475
-100
290
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1,903
+81
291
$624K 0.01%
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292
$610K 0.01%
2,969
293
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23,436
294
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3,089
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295
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16,732
-2,955
296
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4,130
+1,800
297
$581K 0.01%
8,901
-600
298
$578K 0.01%
7,124
-226
299
$573K 0.01%
19,153
-1,482
300
$570K 0.01%
5,178
10 11
12
13 14