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
426
$277K ﹤0.01%
1,358
+255
427
$276K ﹤0.01%
4,756
+6
428
$275K ﹤0.01%
7,761
-28,875
429
$274K ﹤0.01%
511
430
$273K ﹤0.01%
26,065
+13,595
431
$272K ﹤0.01%
12,500
432
$268K ﹤0.01%
22,500
-2,000
433
$267K ﹤0.01%
+2,415
434
$266K ﹤0.01%
+690
435
$264K ﹤0.01%
+12,059
436
$263K ﹤0.01%
+1,975
437
$263K ﹤0.01%
6,435
+1,910
438
$261K ﹤0.01%
+8,610
439
$257K ﹤0.01%
+7,476
440
$255K ﹤0.01%
1,036
441
$254K ﹤0.01%
+6,596
442
$249K ﹤0.01%
+37,001
443
$247K ﹤0.01%
511
+11
444
$247K ﹤0.01%
1,513
445
$244K ﹤0.01%
1,128
+15
446
$243K ﹤0.01%
5,249
447
$241K ﹤0.01%
1,713
+22
448
$239K ﹤0.01%
+4,565
449
$236K ﹤0.01%
+800
450
$234K ﹤0.01%
39,205
-12,250
16 17
18
19 20