We are live on ! Find out more
WJWM

Williams Jones Wealth Management Portfolio holdings

AUM $8.14B
1-Year Est. Return 19.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.74B
AUM Growth
+$377M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$53.8M
2
+$18.3M
3
+$17.7M
4
DELL icon
Dell
DELL
+$15.7M
5
IAU icon
iShares Gold Trust
IAU
+$13.8M

Top Sells

1
+$51.3M
2
+$37.4M
3
+$13.7M
4
LLY icon
Eli Lilly
LLY
+$10.7M
5
ZTS icon
Zoetis
ZTS
+$9.95M

Sector Composition

1 Technology 30.09%
2 Financials 13.42%
3 Healthcare 12.99%
4 Industrials 9.34%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$371K ﹤0.01%
1,665
-561
352
$371K ﹤0.01%
3,700
-1,476
353
$370K ﹤0.01%
+34,963
354
$369K ﹤0.01%
+5,500
355
$368K ﹤0.01%
3,858
-77
356
$367K ﹤0.01%
1,429
+21
357
$364K ﹤0.01%
2,200
358
$364K ﹤0.01%
1,323
-12
359
$361K ﹤0.01%
5,306
-25
360
$353K ﹤0.01%
8,032
361
$350K ﹤0.01%
200
362
$347K ﹤0.01%
12,900
-6,000
363
$345K ﹤0.01%
8,037
364
$341K ﹤0.01%
9,664
365
$340K ﹤0.01%
2,099
-632
366
$337K ﹤0.01%
4,533
-3,728
367
$335K ﹤0.01%
9,756
+43
368
$327K ﹤0.01%
2,362
369
$327K ﹤0.01%
2,972
370
$324K ﹤0.01%
3,680
371
$323K ﹤0.01%
3,350
-262
372
$322K ﹤0.01%
22,807
+3,532
373
$321K ﹤0.01%
2,740
374
$320K ﹤0.01%
820
+40
375
$314K ﹤0.01%
1,324
-522
13 14
15
16 17