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WJWM

Williams Jones Wealth Management Portfolio holdings

AUM $8.14B
1-Year Est. Return 19.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.74B
AUM Growth
+$377M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$53.8M
2
+$18.3M
3
+$17.7M
4
DELL icon
Dell
DELL
+$15.7M
5
IAU icon
iShares Gold Trust
IAU
+$13.8M

Top Sells

1
+$51.3M
2
+$37.4M
3
+$13.7M
4
LLY icon
Eli Lilly
LLY
+$10.7M
5
ZTS icon
Zoetis
ZTS
+$9.95M

Sector Composition

1 Technology 30.09%
2 Financials 13.42%
3 Healthcare 12.99%
4 Industrials 9.34%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$586K 0.01%
8,731
302
$584K 0.01%
7,436
303
$580K 0.01%
2,729
-1,345
304
$560K 0.01%
59,089
-1,459
305
$559K 0.01%
+49,093
306
$559K 0.01%
5,524
307
$558K 0.01%
7,800
-1,061
308
$556K 0.01%
5,635
309
$553K 0.01%
4,651
-618
310
$548K 0.01%
2,792
311
$548K 0.01%
16,802
312
$543K 0.01%
13,375
313
$538K 0.01%
6,334
314
$537K 0.01%
41,998
315
$526K 0.01%
16,663
-500
316
$524K 0.01%
3,600
-637
317
$520K 0.01%
10,314
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318
$518K 0.01%
21,908
319
$512K 0.01%
18,487
320
$510K 0.01%
1,888
321
$506K 0.01%
3,856
322
$501K 0.01%
8,621
-70
323
$499K 0.01%
4,593
-2,701
324
$496K 0.01%
7,436
-220
325
$494K 0.01%
5,177
-154
11 12
13
14 15