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
351
$330K ﹤0.01%
1,051
352
$327K ﹤0.01%
2,119
+3
353
$326K ﹤0.01%
70,000
354
$324K ﹤0.01%
1,650
355
$322K ﹤0.01%
6,933
356
$319K ﹤0.01%
+10,300
357
$313K ﹤0.01%
6,676
-193,806
358
$312K ﹤0.01%
3,502
+2
359
$311K ﹤0.01%
5,133
-472
360
$310K ﹤0.01%
3,785
-200
361
$310K ﹤0.01%
5,235
+446
362
$308K ﹤0.01%
4,468
-192
363
$307K ﹤0.01%
2,870
+70
364
$307K ﹤0.01%
9,586
-79
365
$306K ﹤0.01%
1,923
+7
366
$303K ﹤0.01%
16,100
367
$298K ﹤0.01%
5,934
+126
368
$297K ﹤0.01%
2,549
+306
369
$291K ﹤0.01%
5,000
370
$289K ﹤0.01%
12,760
371
$286K ﹤0.01%
1,480
+100
372
$280K ﹤0.01%
7,116
373
$277K ﹤0.01%
1,649
374
$277K ﹤0.01%
2,905
+21
375
$276K ﹤0.01%
2,021
+1
13 14
15
16 17