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
$6.68B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
592
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$15.7M
3
+$11.4M
4
ACN icon
Accenture
ACN
+$9.59M
5
J icon
Jacobs Solutions
J
+$7.89M

Top Sells

1
+$17.6M
2
+$16.1M
3
+$12.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$12.5M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$12.1M

Sector Composition

1 Technology 23.63%
2 Healthcare 21.57%
3 Financials 11.72%
4 Consumer Staples 10.73%
5 Industrials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$435K 0.01%
16,431
-1,259
352
$412K 0.01%
13,100
-1,200
353
$403K 0.01%
8,000
354
$401K 0.01%
6,404
-20
355
$398K 0.01%
6,121
356
$398K 0.01%
11,362
-17,390
357
$394K 0.01%
21,181
358
$393K 0.01%
1,381
359
$389K 0.01%
9,041
-71
360
$389K 0.01%
19,450
-482
361
$389K 0.01%
1,653
362
$386K 0.01%
2,222
363
$382K 0.01%
3,500
-1,400
364
$377K 0.01%
4,658
+1,900
365
$376K 0.01%
2,410
-250
366
$370K 0.01%
3,045
-1,150
367
$370K 0.01%
21,189
+2,535
368
$369K 0.01%
5,895
369
$366K 0.01%
2,758
-4,932
370
$366K 0.01%
1,040
371
$365K 0.01%
13,518
372
$363K 0.01%
+1,850
373
$362K 0.01%
5,057
374
$362K 0.01%
6,684
375
$361K 0.01%
1,277
-56
13 14
15
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