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
$8.53B
AUM Growth
+$469M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Sells

1 +$26.5M
2 +$13.8M
3 +$12.2M
4
ACN icon
Accenture
ACN
+$7.54M
5
J icon
Jacobs Solutions
J
+$7.27M

Sector Composition

1 Technology 27.61%
2 Healthcare 18.32%
3 Financials 11.97%
4 Industrials 8.7%
5 Consumer Staples 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
-3,264
502
-12,000
503
-5,550
504
$0 ﹤0.01%
49,996