PFM

PacWest Financial Management Portfolio holdings

AUM $1.69B
1-Year Est. Return 8.84%
This Quarter Est. Return
1 Year Est. Return
+8.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$1.35M
3
+$1.32M
4
PCP
PRECISION CASTPARTS CORP
PCP
+$1.16M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.09M

Top Sells

1
+$1.83M
2
+$798K
3
+$619K
4
NUE icon
Nucor
NUE
+$565K
5
BIDU icon
Baidu
BIDU
+$314K

Sector Composition

1 Technology 15.79%
2 Financials 10.99%
3 Healthcare 10.12%
4 Industrials 9.46%
5 Consumer Discretionary 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.71M 1.47%
17,105
-204
27
$1.65M 1.43%
51,854
-2,285
28
$1.56M 1.35%
19,685
-135
29
$1.52M 1.32%
36,911
+635
30
$1.52M 1.32%
23,555
31
$1.52M 1.31%
89,670
+650
32
$1.45M 1.25%
31,059
+41
33
$1.42M 1.22%
52,045
-517
34
$1.36M 1.17%
18,440
+245
35
$1.35M 1.17%
+50,715
36
$1.33M 1.15%
17,567
+445
37
$1.32M 1.14%
+77,504
38
$1.2M 1.03%
9,962
+30
39
$1.2M 1.03%
20,054
+3,095
40
$1.19M 1.03%
123,240
-2,120
41
$1.16M 1%
+5,085
42
$1.13M 0.98%
14,935
+8,705
43
$1.12M 0.96%
4,124
+148
44
$1.11M 0.96%
29,315
-565
45
$1.09M 0.94%
+50,027
46
$1.08M 0.94%
12,995
-50
47
$1.05M 0.91%
34,775
-1,545
48
$1.05M 0.91%
16,340
-165
49
$1.03M 0.89%
18,292
-118
50
$1.01M 0.88%
16,401
-400
1
2
3 4