Williams Jones Wealth Management LLC.
Williams Jones Wealth Management LLC. latest Q4_2020 13F filings reported $6,131,917,000 in market value on this 2021-02-16 report date . The portfolio quarterly return is 13.41%. This fund has 480 securities concentrations of 100% weights.
Williams Jones Wealth Management LLC. largest holding is Apple Inc. with weight of 5.37% and $329,282,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.
Portfolio Performance History
|FILE DATE||REPORT PERIOD||QTR YEAR||FILE TYPE||NOS. OF STOCKS||REPORTED VALUE||RETURN|