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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
$3.83B
AUM Growth
-$1.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$8.78M
3
+$5.04M
4
ALC icon
Alcon
ALC
+$4.75M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.46M

Top Sells

1
+$43.4M
2
+$38.1M
3
+$36.2M
4
FTV icon
Fortive
FTV
+$30.7M
5
WAB icon
Wabtec
WAB
+$26.9M

Sector Composition

1 Healthcare 20.65%
2 Technology 18.6%
3 Financials 13.54%
4 Consumer Staples 9.67%
5 Communication Services 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$28K ﹤0.01%
+1,375
327
$13K ﹤0.01%
10,000
328
$11K ﹤0.01%
11,750
-11,378
329
$11K ﹤0.01%
25,800
330
$8K ﹤0.01%
50,000
331
$4K ﹤0.01%
+967
332
$3K ﹤0.01%
+800
333
– –
-2,023
334
– –
-39,280
335
– –
-4,273
336
– –
-1,384
337
– –
-20,273
338
– –
-22,995
339
– –
-4,080
340
– –
-2,048
341
– –
-116,550
342
– –
-3,139
343
– –
-14,349
344
– –
-13,170
345
– –
-36,150
346
– –
-5,250
347
– –
-5,580
348
– –
-5,565
349
– –
-1,649
350
– –
-4,442
12 13
14
15 16