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
126
$6.2M 0.09%
32,486
+1,932
127
$6.12M 0.09%
104,740
+3,886
128
$6.11M 0.09%
156,898
+54
129
$6.1M 0.09%
13,933
130
$6.07M 0.08%
78,970
-800
131
$6.04M 0.08%
106,042
-1,111
132
$5.97M 0.08%
174,452
+19,202
133
$5.94M 0.08%
42,389
-772
134
$5.8M 0.08%
20,485
-671
135
$5.58M 0.08%
18,528
+803
136
$5.49M 0.08%
74,878
-17,652
137
$5.42M 0.08%
26,322
-241
138
$5.04M 0.07%
22,910
+540
139
$4.99M 0.07%
19,840
+5,436
140
$4.92M 0.07%
21,696
+3,965
141
$4.37M 0.06%
35,765
+15,324
142
$4.33M 0.06%
41,801
-986
143
$4.32M 0.06%
50,646
-1,920
144
$4.24M 0.06%
25,493
-12,431
145
$4.17M 0.06%
49,695
+26,977
146
$4.16M 0.06%
18,138
-590
147
$4.08M 0.06%
24,632
-2,550
148
$4.08M 0.06%
85,403
-936
149
$4.02M 0.06%
27,792
+1,155
150
$4.02M 0.06%
54,455
+163
4 5
6
7 8