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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
326
$493K 0.01%
3,175
327
$482K 0.01%
2,133
328
$479K 0.01%
2,389
-54
329
$477K 0.01%
2,537
330
$463K 0.01%
6,032
+397
331
$459K 0.01%
817
-161
332
$456K 0.01%
49,662
-1,000
333
$454K 0.01%
801
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334
$444K 0.01%
1,134
335
$444K 0.01%
6,171
-72
336
$439K 0.01%
2,157
-5
337
$437K 0.01%
890
338
$436K 0.01%
1,150
+500
339
$434K 0.01%
2,726
-10
340
$431K ﹤0.01%
1,876
341
$430K ﹤0.01%
12,470
342
$421K ﹤0.01%
770
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343
$417K ﹤0.01%
18,025
344
$415K ﹤0.01%
2,642
-18
345
$413K ﹤0.01%
6,000
346
$407K ﹤0.01%
4,528
347
$404K ﹤0.01%
6,000
348
$389K ﹤0.01%
3,879
-400
349
$385K ﹤0.01%
7,854
350
$375K ﹤0.01%
2,096
12 13
14
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