7WCP
71 West Capital Partners Portfolio holdings
AUM
$2.17B
This Fund
S&P 500
1 Year Est. Return
–
AUM
$2.17B
AUM Growth
–
Holding
259
Top Buys
| 1 | +$386M | |
| 2 | +$236M | |
| 3 | +$152M | |
| 4 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$116M |
| 5 |
Vanguard Growth ETF
VUG
|
+$111M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 16.2% |
| 2 | Financials | 8.87% |
| 3 | Communication Services | 4.01% |
| 4 | Industrials | 2.83% |
| 5 | Consumer Discretionary | 1.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Synchrony
SYF
$25.3B
| $214K | 0.01% |
+2,560
|
|
||
252
PTC
PTC
$18.3B
| $213K | 0.01% |
+1,222
|
|
||
253
AstraZeneca
AZN
$319B
| $212K | 0.01% |
+2,308
|
|
||
254
Sumitomo Mitsui Financial
SMFG
$143B
| $209K | 0.01% |
+10,832
|
|
||
255
Enterprise Products Partners
EPD
$77.7B
| $204K | 0.01% |
+6,350
|
|
||
256
KKR & Co
KKR
$86.1B
| $201K | 0.01% |
+1,575
|
|
||
257
Wendy's
WEN
$1.43B
| $140K | 0.01% |
+16,761
|
|
||
258
Mizuho Financial
MFG
$108B
| $101K | ﹤0.01% |
+13,747
|
|
||
259
Lloyds Banking Group
LYG
$85B
| $84.1K | ﹤0.01% |
+15,872
|
|