WILLIAMS JONES & Overview

Williams Jones & Associates Llc is an investment advisor that manages 5 BN dollars in regulatory AUM and has 31 employees, of which 15 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 3BN in positions, representing 68% of the manager's regulatory AUM.

WILLIAMS JONES & StockAlpha

-3.4%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

WILLIAMS JONES & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
V 3.46% Tech -6.32% -0.17% 0 26%
DOV 3.03% Industrials 1.98% -0.2% 1 8%
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FEATURED IN
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WILLIAMS JONES & Founders and Key Employees

Name Title In Position Since
William P. Jones Jr. Chairman; Secretary; Managing Director August-1999
John J. Eager President; Treasurer; Managing Director August-1999
Jeff Schweon Chief Legal Officer; Chief Compliance Officer; Managing Director January-2005

WILLIAMS JONES & Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Auditor Pro
Auditor Pro
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro

WILLIAMS JONES & Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. Registrant may utilize the following methods of security analysis:
 Charting - Analysis performed using patterns to identify current trends and trend reversals to forecast the direction of prices.
 Fundamental -Analysis performed on historical and present data, with the goal of making financial forecasts.


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 Technical - Analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices.
 Cyclical - Analysis performed on historical relationships between price and market trends to forecast the direction of prices.

Registrant may utilize the following investment strategies when implementing investment advice given to clients:
 Long-term Purchases (securities held at least a year)
 Short-term Purchases (securities sold within a year)
 Trading (securities sold withi...
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WILLIAMS JONES & Portfolio Concentration

WILLIAMS JONES & Location

717 FIFTH AVE
11TH FLOOR
NEW YORK, New York
UNITED STATES, 10022

WILLIAMS JONES & Contact Information

Phone Number: 212-935-8750
Fax Number: 212-753-3072
Website:

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