PFM
PacWest Financial Management Portfolio holdings
AUM
$1.69B
This Quarter Return
+4.88%
1 Year Return
+8.84%
3 Year Return
+19.16%
5 Year Return
–
10 Year Return
–
AUM
$141M
AUM Growth
+$141M
(+4.9%)
Cap. Flow
+$1.77M
Cap. Flow
% of AUM
1.26%
Top 10 Holdings %
Top 10 Hldgs %
26.04%
Holding
89
New
4
Increased
51
Reduced
28
Closed
3
Top Buys
| 1 |
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
|
$1.8M |
| 2 |
Gilead Sciences
GILD
|
$1.17M |
| 3 |
Amphenol
APH
|
$948K |
| 4 |
Johnson & Johnson
JNJ
|
$730K |
| 5 |
Hershey
HSY
|
$664K |
Top Sells
Sector Composition
| 1 | Technology | 16.04% |
| 2 | Healthcare | 14.67% |
| 3 | Financials | 12.49% |
| 4 | Consumer Discretionary | 10.45% |
| 5 | Consumer Staples | 10.31% |
