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
51
$1.12K 0.34%
16,720
+380
52
$1.07K 0.32%
9,635
-560
53
$1.05K 0.32%
19,965
-225
54
$1.05K 0.32%
+10,926
55
$1.05K 0.32%
5,903
-247
56
$1.03K 0.31%
19,800
+2,220
57
$1.03K 0.31%
27,390
-1,925
58
$981 0.3%
43,271
+25,996
59
$977 0.29%
54,820
-2,875
60
$968 0.29%
10,660
-2,335
61
$947 0.29%
16,424
-1,868
62
$944 0.28%
21,810
+675
63
$916 0.28%
12,185
-350
64
$814 0.25%
30,669
-563
65
$795 0.24%
20,781
+475
66
$778 0.23%
20,300
+1,345
67
$760 0.23%
7,052
-164
68
$731 0.22%
29,455
-4,100
69
$699 0.21%
9,287
70
$601 0.18%
6,628
-375
71
$567 0.17%
7,879
+112
72
$548 0.17%
13,262
-200
73
$539 0.16%
8,655
74
$508 0.15%
10,638
-95
75
$501 0.15%
12,792
-140
1 2
3
4