7WCP

71 West Capital Partners Portfolio holdings

AUM $2.17B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.17B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

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
TMO icon
76
Thermo Fisher Scientific
TMO
$193B
$1.27M 0.06%
+2,187
XLF icon
77
State Street Financial Select Sector SPDR ETF
XLF
$51.9B
$1.23M 0.06%
+22,488
PG icon
78
Procter & Gamble
PG
$380B
$1.17M 0.05%
+8,164
WFC icon
79
Wells Fargo
WFC
$268B
$1.16M 0.05%
+12,441
LRCX icon
80
Lam Research
LRCX
$312B
$1.16M 0.05%
+6,754
LIN icon
81
Linde
LIN
$237B
$1.15M 0.05%
+2,698
SNOW icon
82
Snowflake
SNOW
$57.9B
$1.14M 0.05%
+5,205
IVW icon
83
iShares S&P 500 Growth ETF
IVW
$65.5B
$1.07M 0.05%
+8,708
GE icon
84
GE Aerospace
GE
$360B
$1.04M 0.05%
+3,391
CVX icon
85
Chevron
CVX
$365B
$1.02M 0.05%
+6,689
AMAT icon
86
Applied Materials
AMAT
$313B
$1M 0.05%
+3,903
ABT icon
87
Abbott
ABT
$200B
$993K 0.05%
+7,929
KO icon
88
Coca-Cola
KO
$346B
$980K 0.05%
+14,021
MRK icon
89
Merck
MRK
$304B
$959K 0.04%
+9,108
MU icon
90
Micron Technology
MU
$483B
$942K 0.04%
+3,301
TER icon
91
Teradyne
TER
$53.7B
$930K 0.04%
+4,804
SHOP icon
92
Shopify
SHOP
$157B
$921K 0.04%
+5,723
MCD icon
93
McDonald's
MCD
$237B
$884K 0.04%
+2,894
VB icon
94
Vanguard Small-Cap ETF
VB
$74.1B
$867K 0.04%
+3,362
KLAC icon
95
KLA
KLAC
$203B
$857K 0.04%
+705
AXP icon
96
American Express
AXP
$225B
$836K 0.04%
+2,260
INTU icon
97
Intuit
INTU
$106B
$826K 0.04%
+1,247
PM icon
98
Philip Morris
PM
$295B
$820K 0.04%
+5,113
PEP icon
99
PepsiCo
PEP
$231B
$810K 0.04%
+5,643
NUE icon
100
Nucor
NUE
$40.2B
$803K 0.04%
+4,925