BOTW

Bank of the West Portfolio holdings

AUM $851M
1-Year Est. Return 15.39%
This Quarter Est. Return
1 Year Est. Return
-15.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$982M
AUM Growth
+$92.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Sells

1 +$8.32M
2 +$7.57M
3 +$7.08M
4
LH icon
Labcorp
LH
+$4.71M
5
CRM icon
Salesforce
CRM
+$3.65M

Sector Composition

1 Technology 22.59%
2 Consumer Discretionary 12.23%
3 Financials 10.4%
4 Communication Services 9.63%
5 Healthcare 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$439K 0.04%
3,836
177
$439K 0.04%
3,574
178
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15,842
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182
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4,886
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185
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186
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196
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200
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+5,815