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
+$492K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$678K
3
+$678K
4
AAPL icon
Apple
AAPL
+$669K
5
VZ icon
Verizon
VZ
+$354K

Top Sells

1
+$2.49M
2
+$1.99M
3
+$1.41M
4
LKQ icon
LKQ Corp
LKQ
+$1.38M
5
IBM icon
IBM
IBM
+$846K

Sector Composition

1 Healthcare 15.69%
2 Technology 15.58%
3 Financials 11.94%
4 Consumer Staples 9.96%
5 Consumer Discretionary 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.95M 4.2%
100,748
+4,920
2
$4.74M 3.35%
154,165
+5,505
3
$4.11M 2.9%
+124,320
4
$3.96M 2.8%
55,863
+1,184
5
$3.65M 2.58%
104,308
-2,120
6
$3.56M 2.51%
87,540
+2,440
7
$3.25M 2.3%
104,592
+21,496
8
$3.22M 2.27%
31,977
+447
9
$2.96M 2.09%
69,364
+750
10
$2.94M 2.08%
20,389
+210
11
$2.73M 1.93%
22,987
-107
12
$2.69M 1.9%
86,052
+850
13
$2.56M 1.81%
18,573
+42
14
$2.52M 1.78%
34,218
-1,190
15
$2.32M 1.64%
86,804
+2,100
16
$2.28M 1.61%
20,055
-360
17
$2.23M 1.57%
14,527
-5,511
18
$2.16M 1.52%
26,910
+950
19
$2.15M 1.52%
65,178
+579
20
$2.14M 1.51%
20,352
-3,061
21
$2.1M 1.48%
76,341
-1,080
22
$2.06M 1.46%
47,196
+890
23
$2.06M 1.45%
21,510
+55
24
$2.05M 1.45%
24,110
+2,600
25
$2.04M 1.44%
41,865
+7,275
1
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