PFM
PacWest Financial Management Portfolio holdings
AUM
$1.69B
This Quarter Return
+1.11%
1 Year Return
+8.84%
3 Year Return
+19.16%
5 Year Return
–
10 Year Return
–
AUM
$129M
AUM Growth
+$129M
(+38,793%)
Cap. Flow
+$10.1M
Cap. Flow
% of AUM
7.83%
Top 10 Holdings %
Top 10 Hldgs %
27.63%
Holding
96
New
5
Increased
55
Reduced
24
Closed
7
Top Buys
| 1 |
Novo Nordisk
NVO
|
$1.58M |
| 2 |
Amgen
AMGN
|
$1.2M |
| 3 |
Merck
MRK
|
$1.11M |
| 4 |
Costco
COST
|
$996K |
| 5 |
BSCG
Guggenheim BulletShares 2016 Corporate Bond ETF
BSCG
|
$925K |
Top Sells
| 1 |
Qualcomm
QCOM
|
$1.25M |
| 2 |
Microsoft
MSFT
|
$1.02M |
| 3 |
US Bancorp
USB
|
$864K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$660K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$482K |
Sector Composition
| 1 | Technology | 14.35% |
| 2 | Healthcare | 14.19% |
| 3 | Financials | 11.31% |
| 4 | Consumer Discretionary | 9.8% |
| 5 | Industrials | 9.45% |
