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
$6.18B
AUM Growth
-$1,000M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$18.4M
3
+$12.5M
4
JNJ icon
Johnson & Johnson
JNJ
+$8.52M
5
XOM icon
Exxon Mobil
XOM
+$8.37M

Top Sells

1
+$19.3M
2
+$18M
3
+$11.5M
4
NFLX icon
Netflix
NFLX
+$8.51M
5
AAPL icon
Apple
AAPL
+$5.04M

Sector Composition

1 Healthcare 22.59%
2 Technology 20.71%
3 Consumer Staples 11.92%
4 Financials 11.02%
5 Consumer Discretionary 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$546K 0.01%
+8,697
327
$533K 0.01%
+26,086
328
$533K 0.01%
3,296
+568
329
$533K 0.01%
84,000
+29,000
330
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331
$522K 0.01%
5,836
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332
$522K 0.01%
13,518
333
$515K 0.01%
+31,520
334
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+9,932
335
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+4,340
336
$494K 0.01%
+5,073
337
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17,978
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338
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11,050
339
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+10,536
340
$482K 0.01%
30,662
-1,802
341
$481K 0.01%
7,594
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342
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343
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344
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20,200
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345
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271
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347
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16,006
+1,561
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+11,000
349
$458K 0.01%
+9,438
350
$446K 0.01%
17,854
+3,774
12 13
14
15 16