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
$5.75B
AUM Growth
-$433M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$9.11M
2
+$7.22M
3
+$3.68M
4
CYRX icon
CryoPort
CYRX
+$1.98M
5
SHW icon
Sherwin-Williams
SHW
+$1.41M

Top Sells

1
+$14.5M
2
+$11.8M
3
+$7.94M
4
PYPL icon
PayPal
PYPL
+$5.18M
5
ATR icon
AptarGroup
ATR
+$3.56M

Sector Composition

1 Healthcare 21.82%
2 Technology 21.13%
3 Consumer Staples 11.82%
4 Financials 11.03%
5 Consumer Discretionary 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$365K 0.01%
5,672
377
$362K 0.01%
2,105
378
$361K 0.01%
2,354
-35
379
$353K 0.01%
+15,000
380
$344K 0.01%
1,950
381
$341K 0.01%
3,008
-100
382
$341K 0.01%
6,813
-3,087
383
$339K 0.01%
4,347
+440
384
$339K 0.01%
8,000
-3,000
385
$339K 0.01%
1,254
386
$339K 0.01%
2,147
387
$337K 0.01%
2,800
388
$335K 0.01%
4,921
+300
389
$335K 0.01%
3,208
390
$334K 0.01%
19,467
-733
391
$334K 0.01%
14,293
-50
392
$327K 0.01%
5,110
393
$324K 0.01%
3,889
394
$322K 0.01%
708
+197
395
$319K 0.01%
8,677
-826
396
$319K 0.01%
1,359
397
$313K 0.01%
3,500
398
$311K 0.01%
21,182
-901
399
$310K 0.01%
9,286
+7
400
$303K 0.01%
29,373
+12,002
14 15
16
17 18