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
51
$973K 0.84%
6,150
-5,042
52
$922K 0.8%
17,580
+225
53
$922K 0.8%
10,195
+555
54
$904K 0.78%
39,075
-680
55
$903K 0.78%
20,190
+700
56
$902K 0.78%
21,135
+890
57
$847K 0.73%
12,535
-50
58
$842K 0.73%
57,695
-365
59
$798K 0.69%
31,232
-3,290
60
$790K 0.68%
35,510
+21,765
61
$750K 0.65%
33,555
-75
62
$701K 0.61%
7,216
+102
63
$675K 0.58%
20,306
-50
64
$646K 0.56%
9,287
+130
65
$629K 0.54%
18,955
-625
66
$534K 0.46%
7,767
67
$529K 0.46%
7,003
-50
68
$510K 0.44%
13,462
+85
69
$498K 0.43%
12,932
-100
70
$498K 0.43%
8,655
-250
71
$488K 0.42%
10,733
-655
72
$472K 0.41%
4,100
73
$454K 0.39%
7,853
-40
74
$449K 0.39%
14,350
-2,350
75
$446K 0.39%
3,425
-105
1 2
3
4