WJWM

Williams Jones Wealth Management Portfolio holdings

AUM $8.85B
1-Year Est. Return 20.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.43%
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
537
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$20.1M
3
+$9.77M
4
ABT icon
Abbott
ABT
+$8.19M
5
TMO icon
Thermo Fisher Scientific
TMO
+$8.11M

Top Sells

1
+$9.03M
2
+$8.64M
3
+$7.19M
4
MTD icon
Mettler-Toledo International
MTD
+$4.06M
5
V icon
Visa
V
+$3.72M

Sector Composition

1 Healthcare 22.56%
2 Technology 21.65%
3 Financials 12.52%
4 Communication Services 8.46%
5 Consumer Staples 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$326K ﹤0.01%
70,000
352
$324K ﹤0.01%
1,650
353
$322K ﹤0.01%
6,933
354
$319K ﹤0.01%
+10,300
355
$313K ﹤0.01%
6,676
-193,806
356
$312K ﹤0.01%
3,502
+2
357
$311K ﹤0.01%
5,133
-472
358
$310K ﹤0.01%
5,235
+446
359
$310K ﹤0.01%
3,785
-200
360
$308K ﹤0.01%
4,468
-192
361
$307K ﹤0.01%
2,870
+70
362
$307K ﹤0.01%
9,586
-79
363
$306K ﹤0.01%
1,923
+7
364
$303K ﹤0.01%
16,100
365
$298K ﹤0.01%
5,934
+126
366
$297K ﹤0.01%
2,549
+306
367
$291K ﹤0.01%
5,000
368
$289K ﹤0.01%
12,760
369
$286K ﹤0.01%
1,480
+100
370
$280K ﹤0.01%
7,116
371
$277K ﹤0.01%
1,649
372
$277K ﹤0.01%
2,905
+21
373
$276K ﹤0.01%
2,021
+1
374
$274K ﹤0.01%
757
375
$274K ﹤0.01%
4,087
13 14
15
16 17