PFM
PacWest Financial Management Portfolio holdings
AUM
$1.69B
This Quarter Return
+2.83%
1 Year Return
+8.84%
3 Year Return
+19.16%
5 Year Return
–
10 Year Return
–
AUM
$135M
AUM Growth
+$135M
(+4.3%)
Cap. Flow
+$4.48M
Cap. Flow
% of AUM
3.33%
Top 10 Holdings %
Top 10 Hldgs %
26.22%
Holding
91
New
2
Increased
56
Reduced
24
Closed
4
Top Buys
| 1 |
Apple
AAPL
|
$1.47M |
| 2 |
CERN
Cerner Corp
CERN
|
$1.33M |
| 3 |
Mastercard
MA
|
$958K |
| 4 |
NBL
Noble Energy, Inc.
NBL
|
$757K |
| 5 |
Alphabet (Google) Class C
GOOG
|
$670K |
Top Sells
Sector Composition
| 1 | Technology | 14.72% |
| 2 | Healthcare | 13.01% |
| 3 | Financials | 12.19% |
| 4 | Consumer Discretionary | 9.57% |
| 5 | Consumer Staples | 9.12% |
