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
$8.01B
AUM Growth
+$858M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$6.82M
3
+$4.97M
4
DIS icon
Walt Disney
DIS
+$4.88M
5
EOG icon
EOG Resources
EOG
+$4.23M

Top Sells

1
+$15.8M
2
+$13.5M
3
+$6.34M
4
ATR icon
AptarGroup
ATR
+$4.77M
5
ARKK icon
ARK Innovation ETF
ARKK
+$4.55M

Sector Composition

1 Technology 22.99%
2 Healthcare 22.8%
3 Financials 10.8%
4 Consumer Staples 8.95%
5 Communication Services 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$252K ﹤0.01%
3,087
-1,000
377
$250K ﹤0.01%
+778
378
$248K ﹤0.01%
4,273
379
$248K ﹤0.01%
+101,300
380
$248K ﹤0.01%
1,500
381
$243K ﹤0.01%
+5,345
382
$242K ﹤0.01%
5,313
-372
383
$240K ﹤0.01%
2,700
384
$239K ﹤0.01%
+1,349
385
$234K ﹤0.01%
14,767
-3,000
386
$232K ﹤0.01%
+500
387
$232K ﹤0.01%
1,959
+83
388
$229K ﹤0.01%
13,819
+264
389
$227K ﹤0.01%
2,731
-69
390
$223K ﹤0.01%
+752
391
$221K ﹤0.01%
+3,950
392
$220K ﹤0.01%
+1,200
393
$220K ﹤0.01%
+565
394
$220K ﹤0.01%
876
-198
395
$219K ﹤0.01%
15,000
396
$217K ﹤0.01%
990
-3,296
397
$216K ﹤0.01%
4,252
398
$216K ﹤0.01%
6,000
399
$215K ﹤0.01%
+11,352
400
$214K ﹤0.01%
+486
14 15
16
17 18