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
$6.68B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
592
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$15.7M
3
+$11.4M
4
ACN icon
Accenture
ACN
+$9.59M
5
J icon
Jacobs Solutions
J
+$7.89M

Top Sells

1
+$17.6M
2
+$16.1M
3
+$12.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$12.5M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$12.1M

Sector Composition

1 Technology 23.63%
2 Healthcare 21.57%
3 Financials 11.72%
4 Consumer Staples 10.73%
5 Industrials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$276K ﹤0.01%
3,400
402
$273K ﹤0.01%
11,298
-204
403
$268K ﹤0.01%
+1,192
404
$266K ﹤0.01%
4,003
-201
405
$266K ﹤0.01%
4,506
-1,550
406
$265K ﹤0.01%
3,646
-200
407
$262K ﹤0.01%
2,273
-3,830
408
$259K ﹤0.01%
3,651
-250
409
$259K ﹤0.01%
1,604
-228
410
$251K ﹤0.01%
+3,087
411
$249K ﹤0.01%
7,839
412
$247K ﹤0.01%
600
413
$246K ﹤0.01%
5,397
+126
414
$244K ﹤0.01%
9,129
415
$243K ﹤0.01%
+2,748
416
$242K ﹤0.01%
+454
417
$241K ﹤0.01%
5,524
418
$240K ﹤0.01%
7,197
419
$239K ﹤0.01%
96
+5
420
$236K ﹤0.01%
25,280
+27
421
$236K ﹤0.01%
23,656
-14
422
$234K ﹤0.01%
12,660
423
$233K ﹤0.01%
525
+25
424
$232K ﹤0.01%
910
425
$231K ﹤0.01%
+1,810
15 16
17
18 19