Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WILLIAMS JONES WEALTH MANAGEMENT LLC | 02-14-2024 | 12-31-2023 | 548 | 7,140,870,554 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COGNIZANT TECHNOLOGY SOLUTIONS | CS | 351 | $672,293 | 8,901 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| MCKESSON CORP COM | CS | 352 | $671,321 | 1,450 | 0.00 | 0.00 | -25 | -1.69 | 12-31-2023 |
| GXO LOGISTICS INCORPORATED COM | CS | 353 | $668,601 | 10,932 | 0.00 | 0.00 | -450 | -3.95 | 12-31-2023 |
| MATSON INC COM | CS | 354 | $663,299 | 6,052 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
