WJWM
Williams Jones Wealth Management Portfolio holdings
AUM
$8.36B
This Quarter Return
+24.23%
1 Year Return
+18.2%
3 Year Return
+77.45%
5 Year Return
+136.19%
10 Year Return
–
AUM
$4.88B
AUM Growth
+$4.88B
(+27%)
Cap. Flow
+$184M
Cap. Flow
% of AUM
3.76%
Top 10 Holdings %
Top 10 Hldgs %
33.99%
Holding
450
New
57
Increased
136
Reduced
142
Closed
24
Top Buys
| 1 |
Steris
STE
|
$55.6M |
| 2 |
Johnson & Johnson
JNJ
|
$27.8M |
| 3 |
Aon
AON
|
$21.8M |
| 4 |
Intuit
INTU
|
$17.7M |
| 5 |
RTX Corp
RTX
|
$16.3M |
Top Sells
| 1 |
PayPal
PYPL
|
$50M |
| 2 |
Walt Disney
DIS
|
$17.6M |
| 3 |
RTN
Raytheon Company
RTN
|
$16M |
| 4 |
Rockwell Automation
ROK
|
$12.8M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$8.58M |
Sector Composition
| 1 | Healthcare | 22.02% |
| 2 | Technology | 19.87% |
| 3 | Financials | 12.36% |
| 4 | Consumer Staples | 8.73% |
| 5 | Communication Services | 8.57% |
