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
$7.15B
AUM Growth
+$756M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$20.2M
3
+$9.1M
4
TMO icon
Thermo Fisher Scientific
TMO
+$8.67M
5
ABT icon
Abbott
ABT
+$8.15M

Top Sells

1
+$9.09M
2
+$8.61M
3
+$8.22M
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$4.43M
5
MTD icon
Mettler-Toledo International
MTD
+$4.36M

Sector Composition

1 Healthcare 22.56%
2 Technology 21.65%
3 Financials 12.52%
4 Communication Services 8.45%
5 Consumer Staples 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$9.03M 0.13%
69,023
-2,881
102
$9.02M 0.13%
20,985
-210
103
$8.97M 0.13%
31,194
-2,582
104
$8.84M 0.12%
216,437
+9,985
105
$8.51M 0.12%
109,451
+37,559
106
$8.38M 0.12%
107,653
-90
107
$8.24M 0.12%
448,968
-9,600
108
$8.22M 0.11%
105,667
-5,324
109
$8.02M 0.11%
120,087
-8,922
110
$7.78M 0.11%
138,855
+6,393
111
$7.75M 0.11%
68,811
+128
112
$7.71M 0.11%
41,181
+1,059
113
$7.66M 0.11%
73,092
-462
114
$7.59M 0.11%
70,703
+185
115
$7.58M 0.11%
68,695
+63,013
116
$7.53M 0.11%
15,339
+238
117
$7.45M 0.1%
342,807
+176,053
118
$7.07M 0.1%
30,820
+1,028
119
$6.92M 0.1%
171,723
+143,748
120
$6.67M 0.09%
21,722
+218
121
$6.64M 0.09%
122,809
-19,059
122
$6.61M 0.09%
109,032
+4,543
123
$6.54M 0.09%
21,904
+1,352
124
$6.47M 0.09%
18,348
+393
125
$6.43M 0.09%
5,602
+9
3 4
5
6 7