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
$116M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$1.35M
3
+$1.32M
4
PCP
PRECISION CASTPARTS CORP
PCP
+$1.16M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.09M

Top Sells

1
+$1.83M
2
+$798K
3
+$619K
4
NUE icon
Nucor
NUE
+$565K
5
BIDU icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.27M 3.69%
85,646
+4,994
2
$4.2M 3.63%
136,745
+45
3
$3.71M 3.2%
46,623
-540
4
$3.62M 3.12%
43,371
-21,960
5
$3.57M 3.08%
107,306
-881
6
$3.28M 2.83%
18,540
+15
7
$2.56M 2.21%
54,557
+10,259
8
$2.5M 2.16%
+93,710
9
$2.44M 2.1%
21,475
-145
10
$2.42M 2.09%
85,898
-110
11
$2.36M 2.04%
64,566
-1,420
12
$2.24M 1.93%
33,271
-176
13
$2.19M 1.89%
25,307
+420
14
$2.06M 1.78%
30,312
-399
15
$2.04M 1.77%
16,833
+195
16
$2.04M 1.76%
88,777
+135
17
$2.03M 1.75%
17,723
+136
18
$2.03M 1.75%
21,053
+350
19
$1.99M 1.72%
49,566
-1,577
20
$1.87M 1.61%
21,160
-670
21
$1.86M 1.61%
21,633
+60
22
$1.79M 1.54%
59,594
+20,160
23
$1.77M 1.53%
72,015
-11,880
24
$1.77M 1.53%
75,680
+1,785
25
$1.72M 1.49%
32,730
1
2 3 4