WJWM

Williams Jones Wealth Management Portfolio holdings

AUM $8.36B
1-Year Est. Return 18.2%
This Quarter Est. Return
1 Year Est. Return
+18.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.38B
AUM Growth
+$412M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$9.59M
3
+$9.19M
4
ACN icon
Accenture
ACN
+$8.35M
5
APO icon
Apollo Global Management
APO
+$7.84M

Top Sells

1
+$17.7M
2
+$16M
3
+$12.3M
4
AAPL icon
Apple
AAPL
+$6.78M
5
FRC
First Republic Bank
FRC
+$6.67M

Sector Composition

1 Healthcare 22.42%
2 Technology 21.78%
3 Financials 11.7%
4 Consumer Staples 11.45%
5 Industrials 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$485K 0.01%
5,841
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352
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17,854
353
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10,364
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354
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355
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356
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357
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358
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360
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361
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370
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372
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11,050
375
$396K 0.01%
7,868
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