7WCP

71 West Capital Partners Portfolio holdings

AUM $2.27B
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
$2.27B
AUM Growth
+$99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$26.9M
3
+$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

1
+$4.61M
2
+$3.37M
3
+$584K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$388K
5
ELV icon
Elevance Health
ELV
+$269K

Sector Composition

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
MCK icon
126
McKesson
MCK
$90.7B
$688K 0.03%
795
+107
BMY icon
127
Bristol-Myers Squibb
BMY
$119B
$681K 0.03%
11,235
+735
HCA icon
128
HCA Healthcare
HCA
$87.1B
$678K 0.03%
1,433
+261
IBM icon
129
IBM
IBM
$236B
$668K 0.03%
2,755
+293
CB icon
130
Chubb
CB
$126B
$663K 0.03%
2,035
+549
SDY icon
131
State Street SPDR S&P Dividend ETF
SDY
$21.2B
$662K 0.03%
4,536
VV icon
132
Vanguard Large-Cap ETF
VV
$52.8B
$651K 0.03%
+2,180
LMT icon
133
Lockheed Martin
LMT
$123B
$638K 0.03%
1,055
+142
HON icon
134
Honeywell
HON
$147B
$637K 0.03%
2,818
+659
BE icon
135
Bloom Energy
BE
$86B
$631K 0.03%
+4,660
WDC icon
136
Western Digital
WDC
$181B
$628K 0.03%
2,320
+404
GILD icon
137
Gilead Sciences
GILD
$166B
$623K 0.03%
4,468
+705
ANET icon
138
Arista Networks
ANET
$199B
$619K 0.03%
5,038
+656
ISRG icon
139
Intuitive Surgical
ISRG
$155B
$614K 0.03%
1,332
+141
ACWI icon
140
iShares MSCI ACWI ETF
ACWI
$32.8B
$600K 0.03%
4,337
DHR icon
141
Danaher
DHR
$122B
$597K 0.03%
3,148
-51
VZ icon
142
Verizon
VZ
$202B
$586K 0.03%
11,673
-171
WBS icon
143
Webster Financial
WBS
$11.8B
$584K 0.03%
+8,407
IDXX icon
144
Idexx Laboratories
IDXX
$44B
$579K 0.03%
1,031
+95
SYK icon
145
Stryker
SYK
$120B
$579K 0.03%
1,761
+110
PGR icon
146
Progressive
PGR
$116B
$577K 0.03%
2,911
+547
TT icon
147
Trane Technologies
TT
$102B
$577K 0.03%
1,384
+71
TMUS icon
148
T-Mobile US
TMUS
$207B
$573K 0.03%
2,728
+306
NOC icon
149
Northrop Grumman
NOC
$79.1B
$570K 0.03%
835
+166
MSI icon
150
Motorola Solutions
MSI
$68.1B
$565K 0.02%
1,301
+224
4 5
6
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