PFM

PacWest Financial Management Portfolio holdings

AUM $1.69B
1-Year Est. Return 8.84%
This Quarter Est. Return
1 Year Est. Return
+8.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
+$429K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$360K
3
+$277K
4
VZ icon
Verizon
VZ
+$198K
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$154K

Top Sells

1
+$1.33M
2
+$105K
3
+$98.2K
4
MCD icon
McDonald's
MCD
+$72.7K
5
ESRX
Express Scripts Holding Company
ESRX
+$56.9K

Sector Composition

1 Healthcare 16.01%
2 Technology 15.46%
3 Financials 12.11%
4 Industrials 9.92%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$338K 0.24%
12,315
77
$327K 0.23%
6,695
78
$306K 0.22%
7,150
79
$295K 0.21%
4,250
80
$277K 0.2%
5,110
81
$248K 0.17%
5,100
82
$233K 0.16%
4,180
83
$218K 0.15%
6,380
84
$214K 0.15%
3,600
85
$212K 0.15%
1,982
86
$209K 0.15%
8,491
87
$207K 0.15%
2,860
88
$205K 0.14%
9,706
89
$0 ﹤0.01%
8,000
1 2 3
4