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
-$3.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.5M
3
+$5.35M
4
GXO icon
GXO Logistics
GXO
+$5.31M
5
DXCM icon
DexCom
DXCM
+$4.5M

Top Sells

1
+$15M
2
+$12.1M
3
+$10.1M
4
CLVT icon
Clarivate
CLVT
+$8.19M
5
MTD icon
Mettler-Toledo International
MTD
+$5.08M

Sector Composition

1 Healthcare 22.65%
2 Technology 21.89%
3 Financials 12.2%
4 Communication Services 8.36%
5 Consumer Staples 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$258K ﹤0.01%
+4,070
377
$258K ﹤0.01%
600
378
$256K ﹤0.01%
+2,286
379
$248K ﹤0.01%
3,975
-6
380
$237K ﹤0.01%
2,925
-12
381
$235K ﹤0.01%
5,000
-9
382
$234K ﹤0.01%
16,764
+125
383
$232K ﹤0.01%
910
384
$232K ﹤0.01%
12,660
-100
385
$227K ﹤0.01%
5,685
-249
386
$226K ﹤0.01%
1,074
+189
387
$225K ﹤0.01%
13,555
+252
388
$225K ﹤0.01%
6,601
-3,376
389
$223K ﹤0.01%
+540
390
$222K ﹤0.01%
4,273
-23
391
$222K ﹤0.01%
1,500
-521
392
$219K ﹤0.01%
2,800
+100
393
$216K ﹤0.01%
4,252
394
$215K ﹤0.01%
4,000
-1,000
395
$215K ﹤0.01%
6,000
+350
396
$211K ﹤0.01%
1,876
-3
397
$210K ﹤0.01%
+42,500
398
$207K ﹤0.01%
1,395
399
$200K ﹤0.01%
+2,700
400
$200K ﹤0.01%
+15,000
14 15
16
17 18