PFM
PacWest Financial Management Portfolio holdings
AUM
$1.69B
1-Year Est. Return
8.84%
1 Year Est. Return
+8.84%
AUM
$1.69B
AUM Growth
+$1.53B
(+934%)
Holding
84
Top Buys
| 1 | +$32.8M | |
| 2 | +$11M | |
| 3 | +$10.1M | |
| 4 |
Cisco
CSCO
|
+$9.03M |
| 5 |
Procter & Gamble
PG
|
+$5.69M |
Top Sells
| 1 | +$5.47M | |
| 2 | +$5.09M | |
| 3 | +$4.26M | |
| 4 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
+$3.05M |
| 5 |
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
|
+$2.62M |
Sector Composition
| 1 | Technology | 12.91% |
| 2 | Healthcare | 12.28% |
| 3 | Financials | 10.02% |
| 4 | Consumer Discretionary | 7.6% |
| 5 | Consumer Staples | 7.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Colgate-Palmolive
CL
$63.6B
| $2.97M | 0.18% |
4,541
+693
|
|
||
77
Kimberly-Clark
KMB
$40B
| $2.74M | 0.16% |
2,402
+170
|
|
||
78
Vanguard Total Stock Market ETF
VTI
$549B
| $2.27M | 0.13% |
1,967
|
|
||
79
JPMorgan Chase
JPM
$823B
| $2.18M | 0.13% |
+2,525
|
|
||
80
Health Care Select Sector SPDR Fund
XLV
$35.7B
| $2.18M | 0.13% |
3,160
+150
|
|
||
81
Industrial Select Sector SPDR Fund
XLI
$23.7B
| $2.1M | 0.12% |
+3,370
|
|
||
82
Estee Lauder
EL
$36.9B
| – | – |
-2,300
|
|
||
83
Thermo Fisher Scientific
TMO
$205B
| – | – |
-9,638
|
|
||
|
TA
84
DELISTED
TravelCenters of America LLC
TA
| $0 | ﹤0.01% |
8,000
|
|