WJWM
Williams Jones Wealth Management Portfolio holdings
AUM
$8.36B
1-Year Return
18.2%
This Quarter Return
+14.92%
1 Year Return
+18.2%
3 Year Return
+77.45%
5 Year Return
+136.19%
10 Year Return
–
AUM
$6.13B
AUM Growth
+$725M
(+13%)
Cap. Flow
+$49.7M
Cap. Flow
% of AUM
0.81%
Top 10 Holdings %
Top 10 Hldgs %
33.09%
Holding
497
New
53
Increased
162
Reduced
159
Closed
19
Top Buys
| 1 |
Magnite
MGNI
|
$30.5M |
| 2 |
Fortinet
FTNT
|
$23.7M |
| 3 |
Clarivate
CLVT
|
$19.9M |
| 4 |
Thermo Fisher Scientific
TMO
|
$11.1M |
| 5 |
Roper Technologies
ROP
|
$10.3M |
Top Sells
| 1 |
Trade Desk
TTD
|
$46.5M |
| 2 |
Franco-Nevada
FNV
|
$32.4M |
| 3 |
Allegion
ALLE
|
$23.4M |
| 4 |
Air Products & Chemicals
APD
|
$13.1M |
| 5 |
Amazon
AMZN
|
$11M |
Sector Composition
| 1 | Healthcare | 23.01% |
| 2 | Technology | 21.22% |
| 3 | Financials | 11.99% |
| 4 | Communication Services | 8.69% |
| 5 | Consumer Staples | 8.67% |
