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
$142M
AUM Growth
+$492K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$678K
3
+$678K
4
AAPL icon
Apple
AAPL
+$669K
5
VZ icon
Verizon
VZ
+$354K

Top Sells

1
+$2.49M
2
+$1.99M
3
+$1.41M
4
LKQ icon
LKQ Corp
LKQ
+$1.38M
5
IBM icon
IBM
IBM
+$846K

Sector Composition

1 Healthcare 15.69%
2 Technology 15.58%
3 Financials 11.94%
4 Consumer Staples 9.96%
5 Consumer Discretionary 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2M 1.41%
24,000
-1,160
27
$1.98M 1.4%
87,470
+2,080
28
$1.92M 1.36%
20,502
+305
29
$1.9M 1.34%
25,950
+180
30
$1.89M 1.34%
128,460
-1,620
31
$1.87M 1.32%
39,452
-60
32
$1.86M 1.31%
12,290
-195
33
$1.82M 1.29%
22,265
+535
34
$1.81M 1.28%
11,343
+585
35
$1.81M 1.28%
33,044
+717
36
$1.81M 1.28%
8,625
+1,355
37
$1.79M 1.27%
22,110
-1,155
38
$1.77M 1.25%
32,579
-2,132
39
$1.75M 1.23%
28,930
+4,125
40
$1.68M 1.19%
25,885
+190
41
$1.63M 1.15%
16,709
-1,185
42
$1.62M 1.14%
18,647
+49
43
$1.58M 1.11%
27,885
+1,020
44
$1.56M 1.1%
4,268
+51
45
$1.56M 1.1%
12,902
+240
46
$1.49M 1.05%
25,426
+3,865
47
$1.49M 1.05%
17,210
+40
48
$1.44M 1.01%
27,210
-1,800
49
$1.39M 0.98%
20,052
-370
50
$1.39M 0.98%
15,065
+1,220
1
2
3 4