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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
MCK icon
126
McKesson
MCK
$103B
$688K 0.03%
795
+107
+16% +$95.5K
BMY icon
127
Bristol-Myers Squibb
BMY
$132B
$681K 0.03%
11,235
+735
+7% +$42.8K
HCA icon
128
HCA Healthcare
HCA
$89.6B
$678K 0.03%
1,433
+261
+22% +$131K
IBM icon
129
IBM
IBM
$223B
$668K 0.03%
2,755
+293
+12% +$79.3K
CB icon
130
Chubb
CB
$134B
$663K 0.03%
2,035
+549
+37% +$176K
SDY icon
131
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$662K 0.03%
4,536
– –
VV icon
132
Vanguard Morningstar Large-Cap ETF
VV
$54.5B
$651K 0.03%
+2,180
New +$682K
LMT icon
133
Lockheed Martin
LMT
$139B
$638K 0.03%
1,055
+142
+16% +$87.5K
HON icon
134
Honeywell
HON
$77B
$637K 0.03%
2,818
+659
+31% +$151K
BE icon
135
Bloom Energy
BE
$62B
$631K 0.03%
+4,660
New +$684K
WDC icon
136
Western Digital
WDC
$151B
$628K 0.03%
2,320
+404
+21% +$105K
GILD icon
137
Gilead Sciences
GILD
$165B
$623K 0.03%
4,468
+705
+19% +$98.7K
ANET icon
138
Arista Networks
ANET
$242B
$619K 0.03%
5,038
+656
+15% +$87.8K
ISRG icon
139
Intuitive Surgical
ISRG
$139B
$614K 0.03%
1,332
+141
+12% +$71.3K
ACWI icon
140
iShares MSCI ACWI ETF
ACWI
$33.3B
$600K 0.03%
4,337
– –
DHR icon
141
Danaher
DHR
$147B
$597K 0.03%
3,148
-51
-2% -$10.9K
VZ icon
142
Verizon
VZ
$195B
$586K 0.03%
11,673
-171
-1% -$7.92K
WBS icon
143
Webster Financial
WBS
$12.8B
$584K 0.03%
+8,407
New +$576K
IDXX icon
144
Idexx Laboratories
IDXX
$46.9B
$579K 0.03%
1,031
+95
+10% +$60.9K
SYK icon
145
Stryker
SYK
$133B
$579K 0.03%
1,761
+110
+7% +$39.5K
PGR icon
146
Progressive
PGR
$124B
$577K 0.03%
2,911
+547
+23% +$113K
TT icon
147
Trane Technologies
TT
$105B
$577K 0.03%
1,384
+71
+5% +$30.1K
TMUS icon
148
T-Mobile US
TMUS
$191B
$573K 0.03%
2,728
+306
+13% +$62.9K
NOC icon
149
Northrop Grumman
NOC
$82.1B
$570K 0.03%
835
+166
+25% +$115K
MSI icon
150
Motorola Solutions
MSI
$76.5B
$565K 0.02%
1,301
+224
+21% +$97K
4 5
6
7 8

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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.