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7WCP

71 West Capital Partners Portfolio holdings

AUM $2.89B
This Fund
S&P 500
This Quarter Est. Return
-4.41%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.27B
AUM Growth
+$99M
Cap. Flow
+$228M
Cap. Flow %
10.05%
Top 10 Hldgs %
61.13%
Holding
317
New
58
Increased
221
Reduced
15
Closed
4

Top Buys

Rank Stock Value
1
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$30M
2
IWD icon
iShares Russell 1000 Value ETF
IWD
+$26.9M
3
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$10.5M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$9.29M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.63M

Top Sells

Rank Stock Value
1
WDAY icon
Workday
WDAY
+$4.61M
2
TTD icon
Trade Desk
TTD
+$3.37M
3
APP icon
Applovin
APP
+$584K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$388K
5
ELV icon
Elevance Health
ELV
+$269K

Sector Composition

Rank Sector Weight
1 Technology 15.51%
2 Financials 8.41%
3 Communication Services 4.42%
4 Industrials 3.28%
5 Consumer Discretionary 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ROK icon
276
Rockwell Automation
ROK
$48.3B
$256K 0.01%
713
+85
+14% +$33.5K
PHM icon
277
Pultegroup
PHM
$24.8B
$256K 0.01%
+2,174
New +$278K
BKR icon
278
Baker Hughes
BKR
$63.6B
$256K 0.01%
+4,188
New +$242K
CARR icon
279
Carrier Global
CARR
$52.3B
$254K 0.01%
+4,506
New +$267K
IWM icon
280
iShares Russell 2000 ETF
IWM
$81.5B
$253K 0.01%
1,020
-307
-23% -$79.2K
RSG icon
281
Republic Services
RSG
$65.7B
$249K 0.01%
+1,137
New +$249K
IXC icon
282
iShares Global Energy ETF
IXC
$2.72B
$249K 0.01%
+4,318
New +$215K
SMFG icon
283
Sumitomo Mitsui Financial
SMFG
$161B
$245K 0.01%
12,411
+1,579
+15% +$33.2K
FTNT icon
284
Fortinet
FTNT
$120B
$244K 0.01%
+2,988
New +$241K
MET icon
285
MetLife
MET
$61.7B
$242K 0.01%
3,418
+628
+23% +$47K
PXF icon
286
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.94B
$241K 0.01%
3,453
– –
EPD icon
287
Enterprise Products Partners
EPD
$82.2B
$240K 0.01%
6,350
– –
APD icon
288
Air Products & Chemicals
APD
$68.6B
$237K 0.01%
+815
New +$225K
SHEL icon
289
Shell
SHEL
$249B
$235K 0.01%
+2,528
New +$204K
ARES icon
290
Ares Management
ARES
$31B
$231K 0.01%
+2,116
New +$281K
ED icon
291
Consolidated Edison
ED
$39.3B
$230K 0.01%
+2,035
New +$220K
MDT icon
292
Medtronic
MDT
$114B
$226K 0.01%
2,609
-128
-5% -$12.3K
MMM icon
293
3M
MMM
$93.9B
$224K 0.01%
+1,544
New +$246K
HIG icon
294
Hartford Financial Services
HIG
$38.7B
$222K 0.01%
+1,642
New +$224K
MDLZ icon
295
Mondelez International
MDLZ
$78.5B
$221K 0.01%
+3,837
New +$222K
UAL icon
296
United Airlines
UAL
$40.2B
$220K 0.01%
2,386
+159
+7% +$16.7K
DAL icon
297
Delta Air Lines
DAL
$58.7B
$220K 0.01%
+3,303
New +$222K
TTE icon
298
TotalEnergies
TTE
$195B
$218K 0.01%
+2,341
New +$179K
AJG icon
299
Arthur J. Gallagher & Co
AJG
$64.7B
$216K 0.01%
+998
New +$231K
MTB icon
300
M&T Bank
MTB
$36.3B
$215K 0.01%
+1,041
New +$224K
9 10 11
12
13

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71 West Capital Partners's Q1 2026 Portfolio in Review

As of Q1 2026, 71 West Capital Partners held 317 positions worth $2.27B, up 4.6% from $2.17B the previous quarter. Its ten largest holdings account for 61% of the portfolio.

71 West Capital Partners deployed $228M of net new capital in Q1 2026, opening 58 new positions and adding to 221 existing holdings. Its largest new stake was Schwab US Large- Cap ETF: 120,998 shares worth $3.1M.

By sector, the portfolio is most concentrated in Technology at 16% of assets, down from 16% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Workday, an estimated $4.61M trimmed.

  • 71 West Capital Partners's largest Q1 2026 buy was Schwab US Large- Cap ETF: 120,998 shares worth $3.1M.
  • 71 West Capital Partners added most to iShares Russell 1000 Growth ETF in Q1 2026, an estimated $30M increase.
  • 71 West Capital Partners's biggest Q1 2026 reduction was Workday, cutting an estimated $4.61M.
  • 71 West Capital Partners fully exited Applovin in Q1 2026, selling an estimated $584K.
  • 71 West Capital Partners's ten largest holdings make up 61% of its $2.27B portfolio in Q1 2026.
  • 71 West Capital Partners opened 58 new positions and closed 4 in Q1 2026.
  • 71 West Capital Partners's portfolio value rose 4.6% quarter-over-quarter to $2.27B.

Based on 71 West Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.