WJWM

Williams Jones Wealth Management Portfolio holdings

AUM $8.36B
1-Year Est. Return 18.2%
This Quarter Est. Return
1 Year Est. Return
+18.2%
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
+$12.1M
2
+$9.59M
3
+$9.19M
4
ACN icon
Accenture
ACN
+$8.35M
5
APO icon
Apollo Global Management
APO
+$7.84M

Top Sells

1
+$17.7M
2
+$16M
3
+$12.3M
4
AAPL icon
Apple
AAPL
+$6.78M
5
FRC
First Republic Bank
FRC
+$6.67M

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
$396K 0.01%
1,567
+208
377
$394K 0.01%
9,112
378
$390K 0.01%
8,575
+1,203
379
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1,381
-29
380
$382K 0.01%
518
381
$381K 0.01%
1,686
-405
382
$381K 0.01%
19,932
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383
$381K 0.01%
2,222
-126
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14,343
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385
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2,147
-12
386
$365K 0.01%
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387
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388
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389
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-2,350
390
$352K 0.01%
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391
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393
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395
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396
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3,500
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397
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1,040
-2
398
$324K 0.01%
6,000
399
$323K 0.01%
+1,016
400
$322K 0.01%
+2,330
14 15
16
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