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
+$429K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$360K
3
+$277K
4
VZ icon
Verizon
VZ
+$198K
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$154K

Top Sells

1
+$1.33M
2
+$105K
3
+$98.2K
4
MCD icon
McDonald's
MCD
+$72.7K
5
ESRX
Express Scripts Holding Company
ESRX
+$56.9K

Sector Composition

1 Healthcare 16.01%
2 Technology 15.46%
3 Financials 12.11%
4 Industrials 9.92%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.97M 1.39%
22,860
-1,140
27
$1.96M 1.38%
20,352
28
$1.91M 1.34%
131,700
+3,240
29
$1.89M 1.33%
30,945
+2,015
30
$1.86M 1.31%
34,302
+1,258
31
$1.86M 1.31%
33,099
+520
32
$1.83M 1.29%
23,373
+1,108
33
$1.81M 1.28%
26,280
+330
34
$1.81M 1.27%
8,625
35
$1.77M 1.25%
11,533
+190
36
$1.74M 1.23%
25,956
+530
37
$1.71M 1.2%
26,700
+815
38
$1.71M 1.2%
86,595
-875
39
$1.7M 1.2%
21,495
-615
40
$1.69M 1.19%
12,505
+215
41
$1.62M 1.14%
13,577
+675
42
$1.62M 1.14%
29,250
+1,365
43
$1.6M 1.13%
18,007
-640
44
$1.6M 1.12%
17,085
-125
45
$1.58M 1.11%
13,520
+5
46
$1.56M 1.1%
4,268
47
$1.52M 1.07%
15,944
-765
48
$1.48M 1.04%
36,584
-32,780
49
$1.47M 1.03%
+139,080
50
$1.44M 1.01%
15,040
-25
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2
3 4