PWW
Pettyjohn Wood & White Portfolio holdings
AUM $560M
1-Year Return
16.48%
This Quarter Return
+11.79%
1 Year Return
+16.48%
3 Year Return
+57.26%
5 Year Return
+100.18%
10 Year Return
+201.52%
AUM
$307M
AUM Growth
+$34.3M
(+13%)
Cap. Flow
+$3.59M
Cap. Flow
% of AUM
1.17%
Top 10 Holdings %
Top 10 Hldgs %
29.27%
Holding
142
New
3
Increased
64
Reduced
56
Closed
–
Top Buys
| 1 |
FedEx
FDX
|
+$1.02M |
| 2 |
Intel
INTC
|
+$621K |
| 3 |
AbbVie
ABBV
|
+$515K |
| 4 |
Microsoft
MSFT
|
+$446K |
| 5 |
Medtronic
MDT
|
+$425K |
Top Sells
| 1 |
Merck
MRK
|
+$946K |
| 2 |
McDonald's
MCD
|
+$718K |
| 3 |
Kimberly-Clark
KMB
|
+$499K |
| 4 |
International Paper
IP
|
+$404K |
| 5 |
American Tower
AMT
|
+$376K |
Sector Composition
| 1 | Industrials | 11.69% |
| 2 | Financials | 11.42% |
| 3 | Technology | 9.36% |
| 4 | Communication Services | 9.15% |
| 5 | Healthcare | 8.95% |
