WJWM

Williams Jones Wealth Management Portfolio holdings

AUM $8.85B
1-Year Est. Return 20.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.06B
AUM Growth
+$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
570
New
Increased
Reduced
Closed

Top Buys

1 +$24.6M
2 +$18.7M
3 +$17.9M
4
CARR icon
Carrier Global
CARR
+$14.5M
5
DELL icon
Dell
DELL
+$13.8M

Top Sells

1 +$28.7M
2 +$20.9M
3 +$13.2M
4
PLD icon
Prologis
PLD
+$12.9M
5
ROK icon
Rockwell Automation
ROK
+$12.1M

Sector Composition

1 Technology 28.23%
2 Healthcare 18.19%
3 Financials 11.89%
4 Consumer Staples 8.68%
5 Consumer Discretionary 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
-13,435
502
-15,000
503
$0 ﹤0.01%
49,996