WJWM

Williams Jones Wealth Management Portfolio holdings

AUM $8.85B
1-Year Est. Return 20.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.23B
AUM Growth
+$355M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$13.4M
3
+$9.66M
4
HD icon
Home Depot
HD
+$7.57M
5
ROP icon
Roper Technologies
ROP
+$7.54M

Top Sells

1
+$18.5M
2
+$15.1M
3
+$13.5M
4
SCHW icon
Charles Schwab
SCHW
+$11.3M
5
BKNG icon
Booking.com
BKNG
+$10.5M

Sector Composition

1 Technology 17.9%
2 Healthcare 17.53%
3 Financials 14.44%
4 Consumer Staples 8.33%
5 Industrials 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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