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
176
$2.67M 0.04%
16,065
+1,430
177
$2.55M 0.04%
6,979
+8
178
$2.54M 0.04%
14,775
-28
179
$2.49M 0.03%
50,412
+1,194
180
$2.45M 0.03%
43,677
-9,290
181
$2.43M 0.03%
16,237
-945
182
$2.38M 0.03%
52,637
+4,398
183
$2.31M 0.03%
10,690
184
$2.17M 0.03%
13,266
+601
185
$2.12M 0.03%
9,179
+161
186
$2.01M 0.03%
54,240
+31,759
187
$2M 0.03%
23,680
-2,550
188
$1.93M 0.03%
16,240
189
$1.92M 0.03%
12,411
+535
190
$1.92M 0.03%
+24,516
191
$1.89M 0.03%
9,098
+687
192
$1.85M 0.03%
62,597
+16,433
193
$1.82M 0.03%
53,340
-5,285
194
$1.8M 0.03%
5,877
+6
195
$1.79M 0.03%
29,668
+10,202
196
$1.78M 0.03%
4,474
+1,000
197
$1.76M 0.02%
37,374
+150
198
$1.64M 0.02%
12,225
-3,425
199
$1.61M 0.02%
2,238
+239
200
$1.61M 0.02%
58,738
-411
6 7
8
9 10