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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
401
$255K ﹤0.01%
24,966
402
$252K ﹤0.01%
4,288
403
$249K ﹤0.01%
3,015
404
$248K ﹤0.01%
+19,747
405
$247K ﹤0.01%
2,197
406
$245K ﹤0.01%
770
407
$242K ﹤0.01%
5,000
-3,500
408
$239K ﹤0.01%
2,077
-693
409
$233K ﹤0.01%
1,582
410
$227K ﹤0.01%
+350
411
$220K ﹤0.01%
+15,475
412
$219K ﹤0.01%
3,300
413
$218K ﹤0.01%
+6,511
414
$217K ﹤0.01%
4,252
415
$217K ﹤0.01%
15,435
416
$217K ﹤0.01%
4,306
-200
417
$216K ﹤0.01%
+2,128
418
$214K ﹤0.01%
+4,172
419
$213K ﹤0.01%
+1,500
420
$208K ﹤0.01%
3,100
-270
421
$208K ﹤0.01%
2,505
-196
422
$205K ﹤0.01%
2,129
423
$204K ﹤0.01%
+2,602
424
$178K ﹤0.01%
+17,289
425
$171K ﹤0.01%
101,300
15 16
17
18 19