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
451
$233K ﹤0.01%
6,900
-500
452
$233K ﹤0.01%
+7,198
453
$231K ﹤0.01%
7,308
-127
454
$228K ﹤0.01%
2,500
455
$227K ﹤0.01%
9,215
+3,876
456
$226K ﹤0.01%
6,509
-206
457
$225K ﹤0.01%
24,185
+20
458
$225K ﹤0.01%
600
459
$223K ﹤0.01%
5,237
-567
460
$222K ﹤0.01%
+2,536
461
$217K ﹤0.01%
+7,351
462
$217K ﹤0.01%
1,110
-40
463
$214K ﹤0.01%
1,883
+211
464
$213K ﹤0.01%
+4,972
465
$213K ﹤0.01%
12,854
-8,226
466
$212K ﹤0.01%
4,252
467
$207K ﹤0.01%
+9,874
468
$203K ﹤0.01%
12,660
469
$201K ﹤0.01%
1,500
-600
470
$199K ﹤0.01%
+12,059
471
$191K ﹤0.01%
16,849
472
$189K ﹤0.01%
17,371
-10,225
473
$186K ﹤0.01%
13,819
474
$166K ﹤0.01%
24,200
-18,075
475
$160K ﹤0.01%
101,300
17 18
19
20 21