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
501
$2K ﹤0.01%
+500
502
$2K ﹤0.01%
10,000
503
$1K ﹤0.01%
37,075
504
– –
-2,680
505
– –
-24,318
506
– –
-5,200
507
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-1,780
508
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-15,818
509
– –
-3,000
510
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-11,000
511
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-15,112
512
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-1,578
513
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-1,618
514
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-2,286
515
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-2,631
516
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-910
517
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-489,291
518
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-227,080
519
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-3,643
520
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-5,401
521
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-5,795
522
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-3,000
523
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-900
524
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-450
525
– –
-11,385
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