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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
$5.97B
AUM Growth
+$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
608
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$1.77M
3
+$1.61M
4
HD icon
Home Depot
HD
+$1.51M
5
BAM icon
Brookfield Asset Management
BAM
+$1.29M

Top Sells

1
+$14M
2
+$13.8M
3
+$13M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$11.7M
5
ECL icon
Ecolab
ECL
+$9.54M

Sector Composition

1 Healthcare 23.3%
2 Technology 20.48%
3 Consumer Staples 11.97%
4 Financials 11.8%
5 Industrials 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
-19,000
502
– –
-1,036
503
– –
-5,813
504
– –
-9,261
17 18 19 20
21