PFM
PacWest Financial Management Portfolio holdings
AUM
$1.69B
This Quarter Return
+3.73%
1 Year Return
+8.84%
3 Year Return
+19.16%
5 Year Return
–
10 Year Return
–
AUM
$116M
AUM Growth
+$116M
(+10%)
Cap. Flow
+$6.17M
Cap. Flow
% of AUM
5.33%
Top 10 Holdings %
Top 10 Hldgs %
28.12%
Holding
94
New
10
Increased
31
Reduced
40
Closed
3
Top Buys
Top Sells
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$1.83M |
| 2 |
Goldman Sachs
GS
|
$798K |
| 3 |
Occidental Petroleum
OXY
|
$619K |
| 4 |
Nucor
NUE
|
$565K |
| 5 |
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% |
