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
351
$445K 0.01%
+19,073
352
$444K 0.01%
6,724
+2,119
353
$444K 0.01%
11,714
+6,714
354
$444K 0.01%
10,646
+6,373
355
$444K 0.01%
+6,090
356
$433K 0.01%
6,059
+115
357
$432K 0.01%
7,965
358
$428K 0.01%
2,270
-20
359
$427K 0.01%
1,783
+978
360
$426K 0.01%
895
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361
$425K 0.01%
13,389
-6,238
362
$425K 0.01%
22,500
363
$415K 0.01%
+9,912
364
$413K 0.01%
4,371
-1,209
365
$409K 0.01%
+13,350
366
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367
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3,561
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368
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10,945
-14,049
369
$398K 0.01%
2,800
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370
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371
$396K 0.01%
9,503
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372
$394K 0.01%
5,672
373
$390K 0.01%
2,105
374
$388K 0.01%
2,660
375
$387K 0.01%
6,418
-1,856
13 14
15
16 17