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
$4.87B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$243M
2
+$158M
3
+$144M
4
COST icon
Costco
COST
+$142M
5
AAPL icon
Apple
AAPL
+$140M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 17.73%
2 Technology 17.28%
3 Financials 13.86%
4 Consumer Staples 8.59%
5 Industrials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.88M 0.08%
+140,199
127
$3.85M 0.08%
+88,136
128
$3.81M 0.08%
+32,350
129
$3.81M 0.08%
+17,508
130
$3.77M 0.08%
+276,525
131
$3.72M 0.08%
+43,308
132
$3.68M 0.08%
+71,388
133
$3.63M 0.07%
+47,897
134
$3.56M 0.07%
+9,137
135
$3.52M 0.07%
+28,303
136
$3.4M 0.07%
+167,675
137
$3.31M 0.07%
+36,781
138
$3.14M 0.06%
+28,805
139
$3.13M 0.06%
+34,512
140
$3.06M 0.06%
+50,335
141
$2.97M 0.06%
+44,368
142
$2.89M 0.06%
+31,338
143
$2.83M 0.06%
+10,420
144
$2.77M 0.06%
+20,116
145
$2.69M 0.06%
+15,920
146
$2.68M 0.06%
+60,190
147
$2.58M 0.05%
+20,777
148
$2.5M 0.05%
+19,828
149
$2.44M 0.05%
+86,976
150
$2.4M 0.05%
+15,847
4 5
6
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