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
$6.38B
AUM Growth
+$412M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$9.47M
3
+$9.44M
4
APO icon
Apollo Global Management
APO
+$8.32M
5
XIFR
XPLR Infrastructure LP
XIFR
+$8.17M

Top Sells

1
+$15.7M
2
+$15M
3
+$11.8M
4
FRC
First Republic Bank
FRC
+$6.67M
5
AAPL icon
Apple
AAPL
+$6.07M

Sector Composition

1 Healthcare 22.42%
2 Technology 21.78%
3 Financials 11.7%
4 Consumer Staples 11.45%
5 Industrials 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$394K 0.01%
9,112
377
$390K 0.01%
8,575
+1,203
378
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386
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390
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398
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399
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400
$319K 0.01%
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