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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
201
$1.64M 0.02%
8,019
202
$1.61M 0.02%
5,371
-1,564
203
$1.61M 0.02%
11,812
+200
204
$1.59M 0.02%
12,875
+824
205
$1.54M 0.02%
9,489
-187
206
$1.53M 0.02%
4,640
-73
207
$1.51M 0.02%
84,165
208
$1.51M 0.02%
6,984
+6
209
$1.51M 0.02%
5,919
-702
210
$1.47M 0.02%
15,682
211
$1.42M 0.02%
11,078
212
$1.41M 0.02%
5,450
-32
213
$1.41M 0.02%
23,474
-1,150
214
$1.35M 0.02%
3,409
215
$1.35M 0.02%
7,202
-25
216
$1.31M 0.02%
4,700
-500
217
$1.31M 0.02%
8,818
218
$1.28M 0.01%
16,500
219
$1.26M 0.01%
3,560
-4,663
220
$1.25M 0.01%
28,022
221
$1.24M 0.01%
19,048
+2,925
222
$1.24M 0.01%
22,800
223
$1.22M 0.01%
10,010
224
$1.22M 0.01%
43,038
-1,049
225
$1.18M 0.01%
5,398
7 8
9
10 11