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
$5.41B
AUM Growth
+$524M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1 +$40.3M
2 +$25.1M
3 +$16M
4
APD icon
Air Products & Chemicals
APD
+$15.4M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$14.1M

Top Sells

1 +$20.1M
2 +$17.1M
3 +$17.1M
4
IDXX icon
Idexx Laboratories
IDXX
+$15M
5
RTX icon
RTX Corp
RTX
+$12.4M

Sector Composition

1 Healthcare 23.1%
2 Technology 20.37%
3 Financials 11.62%
4 Consumer Staples 8.88%
5 Communication Services 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
-6,275