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
51
$1.39M 0.98%
10,308
+75
52
$1.38M 0.97%
18,789
+70
53
$1.35M 0.95%
17,253
+655
54
$1.33M 0.94%
35,400
-1,682
55
$1.33M 0.94%
13,515
+1,130
56
$1.32M 0.93%
13,110
+6,720
57
$1.32M 0.93%
7,008
-55
58
$1.31M 0.92%
47,570
+922
59
$1.28M 0.91%
30,305
+2,145
60
$1.18M 0.83%
5,675
+3,265
61
$1.04M 0.74%
24,206
+935
62
$1.04M 0.74%
25,930
-2,490
63
$905K 0.64%
19,535
+465
64
$841K 0.59%
10,452
+995
65
$809K 0.57%
14,295
66
$787K 0.56%
11,525
+1,650
67
$774K 0.55%
5,525
-297
68
$733K 0.52%
9,405
+555
69
$732K 0.52%
8,292
+145
70
$631K 0.45%
15,572
71
$484K 0.34%
18,588
72
$436K 0.31%
2,347
-358
73
$350K 0.25%
+8,455
74
$349K 0.25%
5,415
+200
75
$338K 0.24%
12,315
-51,510
1 2
3
4