WCAM
West Coast Asset Management Portfolio holdings
AUM
$53.6M
1-Year Est. Return
27.6%
1 Year Est. Return
+27.6%
AUM
$56.8M
AUM Growth
+$11.3M
(+25%)
Holding
34
Top Buys
| 1 | +$3.93M | |
| 2 | +$3.57M | |
| 3 | +$123K | |
| 4 |
Automatic Data Processing
ADP
|
+$95.9K |
| 5 |
Kimberly-Clark
KMB
|
+$94.7K |
Top Sells
| 1 | +$323K | |
| 2 | +$110K | |
| 3 | +$65.1K | |
| 4 |
DMND
DIAMOND FOODS, INC.
DMND
|
+$55.7K |
| 5 |
Broadridge
BR
|
+$47K |
Sector Composition
| 1 | Consumer Staples | 38.95% |
| 2 | Technology | 28.83% |
| 3 | Healthcare | 10.68% |
| 4 | Energy | 7.13% |
| 5 | Utilities | 5.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
AT&T
T
$174B
| $21.4K | 0.04% |
+800
|
|
||
27
Harley-Davidson
HOG
$3.09B
| $15.6K | 0.03% |
+224
|
|
||
|
VMW
28
DELISTED
VMware, Inc
VMW
| $9.68K | 0.02% |
+100
|
|
||
29
Verizon
VZ
$167B
| $6.85K | 0.01% |
+140
|
|
||
30
Health Care Select Sector SPDR Fund
XLV
$35.9B
| $6.26K | 0.01% |
+103
|
|
||
31
Wells Fargo
WFC
$273B
| $5.47K | 0.01% |
+104
|
|
||
32
Alexandria Real Estate Equities
ARE
$9.41B
| $4.81K | 0.01% |
+62
|
|
||
33
Comcast
CMCSA
$102B
| $2.63K | ﹤0.01% |
+98
|
|
||
|
GRH
34
DELISTED
GREENHUNTER RESOURCES INC. COM
GRH
| – | – |
-333,200
|
|