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
$6.13B
AUM Growth
+$725M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$30.5M
2
+$23.7M
3
+$19.9M
4
TMO icon
Thermo Fisher Scientific
TMO
+$11.1M
5
ROP icon
Roper Technologies
ROP
+$10.3M

Top Sells

1
+$46.5M
2
+$32.4M
3
+$23.4M
4
APD icon
Air Products & Chemicals
APD
+$13.1M
5
AMZN icon
Amazon
AMZN
+$11M

Sector Composition

1 Healthcare 23.01%
2 Technology 21.22%
3 Financials 11.99%
4 Communication Services 8.69%
5 Consumer Staples 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$322K 0.01%
+8,061
327
$321K 0.01%
4,763
328
$317K 0.01%
512
329
$310K 0.01%
15,475
-3,422
330
$307K 0.01%
5,100
331
$304K 0.01%
10,227
332
$303K ﹤0.01%
7,600
-86
333
$301K ﹤0.01%
2,100
-75
334
$301K ﹤0.01%
917
-5
335
$294K ﹤0.01%
1,909
-660
336
$292K ﹤0.01%
1,191
-220
337
$291K ﹤0.01%
1,494
+25
338
$290K ﹤0.01%
+1,900
339
$289K ﹤0.01%
1,051
340
$285K ﹤0.01%
5,290
-208
341
$283K ﹤0.01%
+12,100
342
$282K ﹤0.01%
+4,984
343
$280K ﹤0.01%
1,650
344
$278K ﹤0.01%
+1,805
345
$277K ﹤0.01%
2,960
346
$277K ﹤0.01%
6,000
347
$276K ﹤0.01%
7,391
348
$275K ﹤0.01%
903
-50
349
$274K ﹤0.01%
5,666
+1,000
350
$272K ﹤0.01%
4,075
12 13
14
15 16