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
$6.18B
AUM Growth
-$1,000M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$18.4M
3
+$12.5M
4
JNJ icon
Johnson & Johnson
JNJ
+$8.52M
5
XOM icon
Exxon Mobil
XOM
+$8.37M

Top Sells

1
+$19.3M
2
+$18M
3
+$11.5M
4
NFLX icon
Netflix
NFLX
+$8.51M
5
AAPL icon
Apple
AAPL
+$5.04M

Sector Composition

1 Healthcare 22.59%
2 Technology 20.71%
3 Consumer Staples 11.92%
4 Financials 11.02%
5 Consumer Discretionary 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$378K 0.01%
2,910
-300
377
$375K 0.01%
16,067
-18,521
378
$371K 0.01%
13,895
-3,405
379
$367K 0.01%
11,160
380
$362K 0.01%
+6,649
381
$362K 0.01%
5,110
+1,135
382
$360K 0.01%
+43,000
383
$356K 0.01%
90,500
384
$356K 0.01%
+1,596
385
$354K 0.01%
+9,279
386
$353K 0.01%
+5,327
387
$352K 0.01%
3,500
388
$349K 0.01%
14,000
+2,000
389
$344K 0.01%
+13,703
390
$344K 0.01%
6,625
-11,970
391
$342K 0.01%
3,108
+33
392
$337K 0.01%
3,208
+1,454
393
$336K 0.01%
14,343
+25
394
$335K 0.01%
7,058
+2,208
395
$332K 0.01%
+13,948
396
$330K 0.01%
1,804
+184
397
$330K 0.01%
+3,907
398
$330K 0.01%
4,621
+39
399
$327K 0.01%
11,442
+6,442
400
$325K 0.01%
+5,102
14 15
16
17 18