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7WCP
71 West Capital Partners Portfolio holdings
AUM
$2.89B
This Fund
S&P 500
This Quarter
Est. Return
+2.4%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.17B
AUM Growth
–
Cap. Flow
+$2.16B
Cap. Flow
% of AUM
99.37%
Top 10 Holdings %
Top 10 Hldgs %
62.54%
Holding
259
New
259
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
+$386M |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
+$236M |
| 3 |
Vanguard Morningstar Value ETF
VTV
|
+$152M |
| 4 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$116M |
| 5 |
Vanguard Morningstar Growth ETF
VUG
|
+$111M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 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 | |
|---|---|---|---|---|---|---|
|
BNY
201
Bank of New York Mellon
BNY
$111B
| $299K | 0.01% |
+2,575
| New | +$285K |
|
202
Sherwin-Williams
SHW
$85.1B
| $298K | 0.01% |
+920
| New | +$308K |
|
203
Hilton Worldwide
HLT
$74.1B
| $295K | 0.01% |
+1,028
| New | +$280K |
|
204
Cigna
CI
$73.8B
| $291K | 0.01% |
+1,059
| New | +$297K |
|
205
Aon
AON
$75.3B
| $284K | 0.01% |
+805
| New | +$281K |
|
206
PNC Financial Services
PNC
$97.4B
| $281K | 0.01% |
+1,347
| New | +$260K |
|
207
Sysco
SYY
$40B
| $278K | 0.01% |
+3,774
| New | +$287K |
|
208
CVS Health
CVS
$119B
| $278K | 0.01% |
+3,503
| New | +$276K |
|
209
CBRE Group
CBRE
$43.9B
| $277K | 0.01% |
+1,725
| New | +$271K |
|
210
Marriott International
MAR
$93.3B
| $276K | 0.01% |
+889
| New | +$254K |
|
211
Cintas
CTAS
$81.9B
| $275K | 0.01% |
+1,462
| New | +$275K |
|
212
Pfizer
PFE
$163B
| $274K | 0.01% |
+11,024
| New | +$278K |
|
213
Elevance Health
ELV
$86.5B
| $269K | 0.01% |
+768
| New | +$260K |
|
|
EA
214
DELISTED
Electronic Arts
EA
| $267K | 0.01% |
+1,306
| New | +$264K |
|
215
American International
AIG
$39.9B
| $266K | 0.01% |
+3,115
| New | +$249K |
|
216
Freeport-McMoran
FCX
$115B
| $265K | 0.01% |
+5,210
| New | +$226K |
|
217
Zoetis
ZTS
$31.9B
| $264K | 0.01% |
+2,101
| New | +$274K |
|
218
CME Group
CME
$99.7B
| $263K | 0.01% |
+964
| New | +$262K |
|
219
Medtronic
MDT
$117B
| $263K | 0.01% |
+2,737
| New | +$266K |
|
220
Waste Management
WM
$88.8B
| $263K | 0.01% |
+1,196
| New | +$255K |
|
221
TransDigm Group
TDG
$65.9B
| $259K | 0.01% |
+195
| New | +$256K |
|
222
Ecolab
ECL
$81.2B
| $259K | 0.01% |
+985
| New | +$262K |
|
223
General Dynamics
GD
$102B
| $259K | 0.01% |
+768
| New | +$262K |
|
224
TE Connectivity
TEL
$58.3B
| $258K | 0.01% |
+1,136
| New | +$263K |
|
225
Colgate-Palmolive
CL
$72.8B
| $254K | 0.01% |
+3,219
| New | +$252K |
|
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71 West Capital Partners's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for 71 West Capital Partners, which disclosed 259 positions worth $2.17B. Its ten largest holdings account for 63% of the portfolio.
Its largest position is iShares Russell 1000 Growth ETF: 3,255,020 shares worth $385M.
By sector, the portfolio is most concentrated in Technology at 16% of assets, followed by Financials and Communication Services.
- 71 West Capital Partners's largest Q4 2025 buy was iShares Russell 1000 Growth ETF: 3,255,020 shares worth $385M.
- 71 West Capital Partners's ten largest holdings make up 63% of its $2.17B portfolio in Q4 2025.
- 71 West Capital Partners disclosed 259 positions in Q4 2025, its first 13F filing on record.
Based on 71 West Capital Partners's 13F filing for Q4 2025, filed 17 Feb 2026.