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
201
$1.59M 0.02%
38,971
-383
202
$1.59M 0.02%
1,817
+269
203
$1.54M 0.02%
6,209
-5
204
$1.46M 0.02%
38,550
-12,075
205
$1.44M 0.02%
3,117
-35
206
$1.42M 0.02%
9,961
-232
207
$1.4M 0.02%
14,627
+1,614
208
$1.37M 0.02%
9,613
+62
209
$1.37M 0.02%
21,581
+3,690
210
$1.37M 0.02%
41,325
-225
211
$1.36M 0.02%
37,090
+3,477
212
$1.36M 0.02%
5,715
-551
213
$1.35M 0.02%
6,341
-15
214
$1.27M 0.02%
10,734
+692
215
$1.24M 0.02%
12,545
+2,033
216
$1.24M 0.02%
12,531
+798
217
$1.23M 0.02%
5,147
-1,767
218
$1.21M 0.02%
10,797
+8
219
$1.19M 0.02%
12,056
+56
220
$1.18M 0.02%
2,569
+116
221
$1.14M 0.02%
5,669
-14,849
222
$1.12M 0.02%
+16,500
223
$1.12M 0.02%
4,731
+1,000
224
$1.09M 0.02%
138,470
+117,620
225
$1.07M 0.02%
28,022
7 8
9
10 11