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
$332K
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$202K
2
+$2.34K
3
+$1.7K
4
BHC icon
Bausch Health
BHC
+$1.24K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.05K

Top Sells

1
+$904K
2
+$449K
3
+$335K
4
NOV icon
NOV
NOV
+$277K
5
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$233K

Sector Composition

1 Healthcare 65.05%
2 Technology 5.89%
3 Financials 4.13%
4 Consumer Discretionary 3.71%
5 Industrials 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.87K 0.56%
71,169
-846
27
$1.69K 0.51%
32,090
-640
28
$1.67K 0.5%
23,760
+205
29
$1.64K 0.5%
36,201
-710
30
$1.63K 0.49%
49,559
-2,295
31
$1.62K 0.49%
72,055
-3,625
32
$1.59K 0.48%
19,195
-490
33
$1.57K 0.47%
84,900
-4,770
34
$1.54K 0.46%
76,916
-588
35
$1.49K 0.45%
51,408
-637
36
$1.48K 0.45%
31,216
+157
37
$1.43K 0.43%
17,592
+25
38
$1.42K 0.43%
17,320
-1,120
39
$1.42K 0.43%
17,200
+2,265
40
$1.39K 0.42%
62,386
+26,876
41
$1.35K 0.41%
48,381
-1,646
42
$1.32K 0.4%
4,901
-184
43
$1.31K 0.39%
117,120
-6,120
44
$1.28K 0.39%
9,842
-120
45
$1.28K 0.38%
4,037
-87
46
$1.24K 0.37%
+10,575
47
$1.23K 0.37%
25,098
+16,240
48
$1.21K 0.36%
17,228
+827
49
$1.17K 0.35%
33,425
-1,350
50
$1.13K 0.34%
19,359
-695
1
2
3 4