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WJWM

Williams Jones Wealth Management Portfolio holdings

AUM $8.14B
1-Year Est. Return 19.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.74B
AUM Growth
+$377M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$53.8M
2
+$18.3M
3
+$17.7M
4
DELL icon
Dell
DELL
+$15.7M
5
IAU icon
iShares Gold Trust
IAU
+$13.8M

Top Sells

1
+$51.3M
2
+$37.4M
3
+$13.7M
4
LLY icon
Eli Lilly
LLY
+$10.7M
5
ZTS icon
Zoetis
ZTS
+$9.95M

Sector Composition

1 Technology 30.09%
2 Financials 13.42%
3 Healthcare 12.99%
4 Industrials 9.34%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$313K ﹤0.01%
3,840
-153
377
$311K ﹤0.01%
4,236
+743
378
$307K ﹤0.01%
12,585
379
$305K ﹤0.01%
1,478
-76
380
$304K ﹤0.01%
3,798
381
$304K ﹤0.01%
7,739
-750
382
$302K ﹤0.01%
7,413
383
$301K ﹤0.01%
3,738
384
$301K ﹤0.01%
2,325
-505
385
$292K ﹤0.01%
11,089
-8
386
$288K ﹤0.01%
2,700
387
$285K ﹤0.01%
1,050
388
$284K ﹤0.01%
2,544
-66
389
$283K ﹤0.01%
5,069
390
$281K ﹤0.01%
5,072
+567
391
$279K ﹤0.01%
2,003
+43
392
$279K ﹤0.01%
21,181
393
$275K ﹤0.01%
3,295
394
$269K ﹤0.01%
1,142
-89
395
$269K ﹤0.01%
+43,037
396
$266K ﹤0.01%
4,318
-500
397
$265K ﹤0.01%
848
398
$264K ﹤0.01%
16,246
399
$263K ﹤0.01%
2,778
400
$261K ﹤0.01%
2,000
14 15
16
17 18