WCAM
West Coast Asset Management Portfolio holdings
AUM
$53.6M
1-Year Est. Return
27.6%
1 Year Est. Return
+27.6%
AUM
$53.6M
AUM Growth
-$3.22M
(-5.7%)
Holding
35
Top Sells
| 1 | +$2.35M | |
| 2 | +$123K | |
| 3 | +$110K | |
| 4 |
Microsoft
MSFT
|
+$108K |
| 5 |
Clorox
CLX
|
+$95.6K |
Sector Composition
| 1 | Consumer Staples | 35.62% |
| 2 | Technology | 31.91% |
| 3 | Healthcare | 11.51% |
| 4 | Energy | 6.42% |
| 5 | Utilities | 4.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Starbucks
SBUX
$94.2B
| $30.2K | 0.06% |
800
|
|
||
27
Harley-Davidson
HOG
$3.09B
| $13K | 0.02% |
224
|
|
||
|
VMW
28
DELISTED
VMware, Inc
VMW
| $9.38K | 0.02% |
100
|
|
||
29
Verizon
VZ
$167B
| $7K | 0.01% |
140
|
|
||
30
Health Care Select Sector SPDR Fund
XLV
$35.9B
| $6.58K | 0.01% |
103
|
|
||
31
Wells Fargo
WFC
$273B
| $5.39K | 0.01% |
104
|
|
||
32
Alexandria Real Estate Equities
ARE
$9.41B
| $4.57K | 0.01% |
62
|
|
||
33
Comcast
CMCSA
$102B
| $2.63K | ﹤0.01% |
98
|
|
||
34
AT&T
T
$174B
| – | – |
-800
|
|
||
35
Chevron
CVX
$305B
| – | – |
-944
|
|