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
$6.18B
AUM Growth
-$1,000M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$18.4M
3
+$12.5M
4
JNJ icon
Johnson & Johnson
JNJ
+$8.52M
5
XOM icon
Exxon Mobil
XOM
+$8.37M

Top Sells

1
+$19.3M
2
+$18M
3
+$11.5M
4
NFLX icon
Netflix
NFLX
+$8.51M
5
AAPL icon
Apple
AAPL
+$5.04M

Sector Composition

1 Healthcare 22.59%
2 Technology 20.71%
3 Consumer Staples 11.92%
4 Financials 11.02%
5 Consumer Discretionary 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$324K 0.01%
3,380
+580
402
$323K 0.01%
+22,850
403
$315K 0.01%
3,947
+1,149
404
$311K 0.01%
+1,950
405
$310K 0.01%
+3,889
406
$309K 0.01%
+6,684
407
$309K 0.01%
+22,083
408
$309K 0.01%
1,359
409
$307K 0.01%
+10,453
410
$305K ﹤0.01%
1,254
-30
411
$305K ﹤0.01%
2,147
412
$305K ﹤0.01%
+3,721
413
$297K ﹤0.01%
+2,130
414
$296K ﹤0.01%
+18,578
415
$294K ﹤0.01%
+6,726
416
$289K ﹤0.01%
+18,810
417
$289K ﹤0.01%
+3,848
418
$289K ﹤0.01%
1,026
-20
419
$286K ﹤0.01%
9,600
420
$285K ﹤0.01%
5,806
+2,014
421
$282K ﹤0.01%
6,080
+80
422
$281K ﹤0.01%
9,250
+2,950
423
$281K ﹤0.01%
+3,130
424
$279K ﹤0.01%
5,057
+1,057
425
$278K ﹤0.01%
2,025
-1,002
15 16
17
18 19