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
$6.18B
AUM Growth
-$1,000M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$18.4M
3
+$12.5M
4
JNJ icon
Johnson & Johnson
JNJ
+$8.52M
5
XOM icon
Exxon Mobil
XOM
+$8.37M

Top Sells

1
+$19.3M
2
+$18M
3
+$11.5M
4
NFLX icon
Netflix
NFLX
+$8.51M
5
AAPL icon
Apple
AAPL
+$5.04M

Sector Composition

1 Healthcare 22.59%
2 Technology 20.71%
3 Consumer Staples 11.92%
4 Financials 11.02%
5 Consumer Discretionary 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$9.23M 0.15%
350,695
+302,450
102
$9.03M 0.15%
62,626
-286
103
$8.68M 0.14%
38,750
+8,349
104
$8.39M 0.14%
269,527
+9,744
105
$8.35M 0.14%
58,075
+21,339
106
$8.1M 0.13%
169,495
-1,418
107
$7.85M 0.13%
74,679
+254
108
$7.83M 0.13%
20,641
+328
109
$7.77M 0.13%
68,216
+1,178
110
$7.76M 0.13%
873,723
-90,985
111
$7.72M 0.13%
249,350
-51,788
112
$7.59M 0.12%
53,777
+13,728
113
$7.56M 0.12%
108,195
+885
114
$7.55M 0.12%
35,412
+7,970
115
$7.34M 0.12%
72,143
+4
116
$7.27M 0.12%
159,852
-150
117
$7.08M 0.11%
19,339
-845
118
$6.87M 0.11%
43,539
+2,622
119
$6.66M 0.11%
5,343
120
$6.64M 0.11%
108,843
+23,808
121
$6.6M 0.11%
85,179
+14,490
122
$6.58M 0.11%
15,916
+58
123
$6.58M 0.11%
88,555
-8,225
124
$6.51M 0.11%
128,211
+3,076
125
$6.32M 0.1%
13,910
+2
3 4
5
6 7