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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
151
$3.56M 0.04%
7,133
-15
152
$3.33M 0.04%
38,121
+12,470
153
$3.23M 0.04%
6,544
+2,239
154
$3.22M 0.04%
10,602
+530
155
$3.22M 0.04%
42,355
+12,682
156
$3.2M 0.04%
16,854
-114
157
$3.1M 0.04%
81,100
-500
158
$3.08M 0.04%
12,534
+25
159
$2.96M 0.03%
13,016
-25
160
$2.96M 0.03%
6,073
+38
161
$2.94M 0.03%
17,470
+864
162
$2.85M 0.03%
58,943
+4,010
163
$2.81M 0.03%
9,419
+40
164
$2.73M 0.03%
21,297
165
$2.71M 0.03%
54,231
-1,342
166
$2.61M 0.03%
5,483
+134
167
$2.61M 0.03%
8,547
+1
168
$2.48M 0.03%
46,492
-5,900
169
$2.44M 0.03%
58,610
-29,155
170
$2.42M 0.03%
7,695
+4,615
171
$2.34M 0.03%
14,695
-325
172
$2.33M 0.03%
10,807
+69
173
$2.28M 0.03%
30,147
+125
174
$2.27M 0.03%
83,301
175
$2.23M 0.03%
90,957
5 6
7
8 9