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
BMY icon
126
Bristol-Myers Squibb
BMY
$125B
$566K 0.03%
+10,500
COP icon
127
ConocoPhillips
COP
$134B
$565K 0.03%
+6,031
MCK icon
128
McKesson
MCK
$118B
$564K 0.03%
+688
GLW icon
129
Corning
GLW
$138B
$560K 0.03%
+6,399
DE icon
130
Deere & Co
DE
$169B
$553K 0.03%
+1,187
QCOM icon
131
Qualcomm
QCOM
$156B
$551K 0.03%
+3,223
IJR icon
132
iShares Core S&P Small-Cap ETF
IJR
$96.4B
$549K 0.03%
+4,568
HCA icon
133
HCA Healthcare
HCA
$121B
$547K 0.03%
+1,172
CDNS icon
134
Cadence Design Systems
CDNS
$82.2B
$545K 0.03%
+1,745
VRTX icon
135
Vertex Pharmaceuticals
VRTX
$123B
$544K 0.03%
+1,200
PGR icon
136
Progressive
PGR
$120B
$538K 0.02%
+2,364
TT icon
137
Trane Technologies
TT
$102B
$511K 0.02%
+1,313
KR icon
138
Kroger
KR
$42.8B
$508K 0.02%
+8,136
SCHB icon
139
Schwab US Broad Market ETF
SCHB
$39B
$503K 0.02%
+19,185
DIS icon
140
Walt Disney
DIS
$186B
$500K 0.02%
+4,396
UNP icon
141
Union Pacific
UNP
$157B
$496K 0.02%
+2,146
GEV icon
142
GE Vernova
GEV
$236B
$493K 0.02%
+755
IVE icon
143
iShares S&P 500 Value ETF
IVE
$50.4B
$493K 0.02%
+2,324
TMUS icon
144
T-Mobile US
TMUS
$241B
$492K 0.02%
+2,422
VZ icon
145
Verizon
VZ
$208B
$482K 0.02%
+11,844
TXN icon
146
Texas Instruments
TXN
$194B
$482K 0.02%
+2,778
PWR icon
147
Quanta Services
PWR
$83.9B
$478K 0.02%
+1,132
CEG icon
148
Constellation Energy
CEG
$118B
$467K 0.02%
+1,323
CB icon
149
Chubb
CB
$131B
$464K 0.02%
+1,486
GILD icon
150
Gilead Sciences
GILD
$183B
$462K 0.02%
+3,763