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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
$8.74B
AUM Growth
+$377M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$53.8M
2
+$18.3M
3
+$17.7M
4
DELL icon
Dell
DELL
+$15.7M
5
IAU icon
iShares Gold Trust
IAU
+$13.8M

Top Sells

1
+$51.3M
2
+$37.4M
3
+$13.7M
4
LLY icon
Eli Lilly
LLY
+$10.7M
5
ZTS icon
Zoetis
ZTS
+$9.95M

Sector Composition

1 Technology 30.09%
2 Financials 13.42%
3 Healthcare 12.99%
4 Industrials 9.34%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$16.4M 0.19%
105,834
+4,800
77
$16M 0.18%
122,033
+1,213
78
$15.4M 0.18%
43,983
-995
79
$14.3M 0.16%
18,818
-970
80
$13.9M 0.16%
811,031
+7,000
81
$13.5M 0.15%
51,672
82
$13.5M 0.15%
73,317
-48
83
$13.3M 0.15%
57,371
-243
84
$13.3M 0.15%
21,039
+463
85
$12.9M 0.15%
13,493
86
$12.8M 0.15%
35,797
-14,094
87
$12.5M 0.14%
117,277
+4,897
88
$12.1M 0.14%
117,929
-23,351
89
$11.8M 0.14%
183,802
-20,566
90
$11.7M 0.13%
59,189
-600
91
$11.7M 0.13%
128,868
-981
92
$11.5M 0.13%
182,178
+112,558
93
$11.4M 0.13%
49,212
+150
94
$11.4M 0.13%
190,835
-12,696
95
$11.2M 0.13%
58,476
-132
96
$11M 0.13%
16,419
-574
97
$10.4M 0.12%
151,481
-1,231
98
$9.86M 0.11%
44,667
+2,979
99
$9.84M 0.11%
32,704
-1,241
100
$9.26M 0.11%
73,015
-385
2 3
4
5 6