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
$7.15B
AUM Growth
+$756M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$20.2M
3
+$9.1M
4
TMO icon
Thermo Fisher Scientific
TMO
+$8.67M
5
ABT icon
Abbott
ABT
+$8.15M

Top Sells

1
+$9.09M
2
+$8.61M
3
+$8.22M
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$4.43M
5
MTD icon
Mettler-Toledo International
MTD
+$4.36M

Sector Composition

1 Healthcare 22.56%
2 Technology 21.65%
3 Financials 12.52%
4 Communication Services 8.45%
5 Consumer Staples 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$385K 0.01%
4,250
327
$385K 0.01%
+1,419
328
$385K 0.01%
700
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329
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+13
330
$378K 0.01%
58,196
-43,720
331
$377K 0.01%
35,614
-386
332
$374K 0.01%
902
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333
$372K 0.01%
907
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334
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4,071
+331
335
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+9
336
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337
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338
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4,186
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339
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340
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3,403
341
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343
$353K ﹤0.01%
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$353K ﹤0.01%
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345
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346
$348K ﹤0.01%
958
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347
$347K ﹤0.01%
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348
$343K ﹤0.01%
7,343
349
$342K ﹤0.01%
4,750
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350
$331K ﹤0.01%
512
12 13
14
15 16