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
$6.18B
AUM Growth
-$1,000M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$18.4M
3
+$12.5M
4
JNJ icon
Johnson & Johnson
JNJ
+$8.52M
5
XOM icon
Exxon Mobil
XOM
+$8.37M

Top Sells

1
+$19.3M
2
+$18M
3
+$11.5M
4
NFLX icon
Netflix
NFLX
+$8.51M
5
AAPL icon
Apple
AAPL
+$5.04M

Sector Composition

1 Healthcare 22.59%
2 Technology 20.71%
3 Consumer Staples 11.92%
4 Financials 11.02%
5 Consumer Discretionary 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.92M 0.03%
76,640
+5,295
202
$1.91M 0.03%
65,368
-1,149
203
$1.9M 0.03%
30,607
+23,116
204
$1.89M 0.03%
17,459
+2,047
205
$1.73M 0.03%
48,561
-4,284
206
$1.72M 0.03%
13,466
+2,518
207
$1.7M 0.03%
6,905
+1,203
208
$1.7M 0.03%
+44,294
209
$1.68M 0.03%
+5,255
210
$1.65M 0.03%
6,958
+801
211
$1.63M 0.03%
17,638
+3,499
212
$1.61M 0.03%
17,125
+1,326
213
$1.6M 0.03%
147,620
+43,045
214
$1.59M 0.03%
6,808
+5,747
215
$1.57M 0.03%
14,603
+2,208
216
$1.54M 0.03%
+7,180
217
$1.54M 0.02%
5,355
+3,009
218
$1.53M 0.02%
85,488
+61,838
219
$1.53M 0.02%
13,463
+6,187
220
$1.52M 0.02%
11,020
+8,022
221
$1.49M 0.02%
8,829
-126
222
$1.48M 0.02%
303,491
+74,961
223
$1.45M 0.02%
34,500
+2,595
224
$1.45M 0.02%
41,935
+3,835
225
$1.44M 0.02%
4,422
-210
7 8
9
10 11