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
$7.15B
AUM Growth
+$756M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$20.2M
3
+$9.1M
4
TMO icon
Thermo Fisher Scientific
TMO
+$8.67M
5
ABT icon
Abbott
ABT
+$8.15M

Top Sells

1
+$9.09M
2
+$8.61M
3
+$8.22M
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$4.43M
5
MTD icon
Mettler-Toledo International
MTD
+$4.36M

Sector Composition

1 Healthcare 22.56%
2 Technology 21.65%
3 Financials 12.52%
4 Communication Services 8.45%
5 Consumer Staples 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$274K ﹤0.01%
757
377
$274K ﹤0.01%
4,087
378
$270K ﹤0.01%
1,410
+10
379
$269K ﹤0.01%
3,895
380
$267K ﹤0.01%
1,855
+277
381
$264K ﹤0.01%
5,009
+9
382
$262K ﹤0.01%
450
-35
383
$262K ﹤0.01%
3,981
-94
384
$256K ﹤0.01%
4,610
+46
385
$255K ﹤0.01%
+3,812
386
$251K ﹤0.01%
+600
387
$248K ﹤0.01%
+2,937
388
$245K ﹤0.01%
875
-825
389
$238K ﹤0.01%
7,675
390
$236K ﹤0.01%
7,299
+141
391
$235K ﹤0.01%
300
+53
392
$234K ﹤0.01%
16,639
-2,880
393
$233K ﹤0.01%
910
394
$232K ﹤0.01%
2,960
395
$230K ﹤0.01%
1,113
396
$230K ﹤0.01%
9,977
-25,097
397
$227K ﹤0.01%
13,303
+246
398
$224K ﹤0.01%
+3,440
399
$223K ﹤0.01%
1,395
400
$223K ﹤0.01%
+5,650
14 15
16
17 18