WJWM

Williams Jones Wealth Management Portfolio holdings

AUM $8.85B
1-Year Est. Return 20.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.43%
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
537
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$20.1M
3
+$9.77M
4
ABT icon
Abbott
ABT
+$8.19M
5
TMO icon
Thermo Fisher Scientific
TMO
+$8.11M

Top Sells

1
+$9.03M
2
+$8.64M
3
+$7.19M
4
MTD icon
Mettler-Toledo International
MTD
+$4.06M
5
V icon
Visa
V
+$3.72M

Sector Composition

1 Healthcare 22.56%
2 Technology 21.65%
3 Financials 12.52%
4 Communication Services 8.46%
5 Consumer Staples 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$270K ﹤0.01%
1,410
+10
377
$269K ﹤0.01%
3,895
378
$267K ﹤0.01%
1,855
+277
379
$264K ﹤0.01%
5,009
+9
380
$262K ﹤0.01%
450
-35
381
$262K ﹤0.01%
3,981
-94
382
$256K ﹤0.01%
4,610
+46
383
$255K ﹤0.01%
+3,812
384
$251K ﹤0.01%
+600
385
$248K ﹤0.01%
+2,937
386
$245K ﹤0.01%
875
-825
387
$238K ﹤0.01%
7,675
388
$236K ﹤0.01%
7,299
+141
389
$235K ﹤0.01%
300
+53
390
$234K ﹤0.01%
16,639
-2,880
391
$233K ﹤0.01%
910
392
$232K ﹤0.01%
2,960
393
$230K ﹤0.01%
1,113
394
$230K ﹤0.01%
9,977
-25,097
395
$227K ﹤0.01%
13,303
+246
396
$224K ﹤0.01%
+3,440
397
$223K ﹤0.01%
1,395
398
$223K ﹤0.01%
+5,650
399
$220K ﹤0.01%
4,296
+23
400
$217K ﹤0.01%
4,766
-900
14 15
16
17 18