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
476
$158K ﹤0.01%
15,000
477
$111K ﹤0.01%
12,592
+576
478
$106K ﹤0.01%
20,000
479
$95K ﹤0.01%
+18,453
480
$92K ﹤0.01%
19,050
481
$73K ﹤0.01%
20,000
482
$72K ﹤0.01%
15,000
483
$57K ﹤0.01%
1,923
484
$45K ﹤0.01%
+17,732
485
$43K ﹤0.01%
20,000
486
$36K ﹤0.01%
+14,836
487
$29K ﹤0.01%
+197
488
$28K ﹤0.01%
15,000
489
$25K ﹤0.01%
13,250
+3,000
490
$25K ﹤0.01%
39,000
491
$23K ﹤0.01%
145
492
$23K ﹤0.01%
15,555
+4,500
493
$15K ﹤0.01%
37,125
-62,125
494
$14K ﹤0.01%
19,000
-7,000
495
$14K ﹤0.01%
10,000
496
$13K ﹤0.01%
750
497
$12K ﹤0.01%
135,000
498
$10K ﹤0.01%
+5,600
499
$9K ﹤0.01%
400
500
$8K ﹤0.01%
42,000
18 19
20
21 22