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
351
$270K ﹤0.01%
7,000
-125
352
$264K ﹤0.01%
9,994
-4,441
353
$261K ﹤0.01%
2,849
-5,776
354
$260K ﹤0.01%
1,649
355
$260K ﹤0.01%
1,970
-694
356
$256K ﹤0.01%
+3,075
357
$246K ﹤0.01%
+8,575
358
$243K ﹤0.01%
1,400
359
$242K ﹤0.01%
+4,665
360
$241K ﹤0.01%
+4,745
361
$241K ﹤0.01%
5,102
-1,399
362
$240K ﹤0.01%
1,000
363
$239K ﹤0.01%
19,477
-2,461
364
$238K ﹤0.01%
2,263
-1,380
365
$237K ﹤0.01%
+599
366
$236K ﹤0.01%
+3,250
367
$234K ﹤0.01%
+2,860
368
$227K ﹤0.01%
1,578
-70
369
$224K ﹤0.01%
1,148
370
$221K ﹤0.01%
+1,025
371
$220K ﹤0.01%
4,175
-2,125
372
$220K ﹤0.01%
757
373
$219K ﹤0.01%
+3,200
374
$218K ﹤0.01%
+6,933
375
$217K ﹤0.01%
+2,350
13 14
15
16 17