WCAM

West Coast Asset Management Portfolio holdings

AUM $53.6M
1-Year Est. Return 27.6%
This Quarter Est. Return
1 Year Est. Return
+27.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$63.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
16
New
Increased
Reduced
Closed

Top Buys

1
+$7.42M
2
+$7.13M
3
+$6.78M
4
MSFT icon
Microsoft
MSFT
+$5.6M
5
CLX icon
Clorox
CLX
+$5.54M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 41.34%
2 Technology 29.25%
3 Healthcare 11.21%
4 Utilities 5.59%
5 Energy 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.42M 11.66%
+155,040
2
$7.13M 11.21%
+83,076
3
$6.78M 10.65%
+72,739
4
$5.6M 8.81%
+162,215
5
$5.54M 8.71%
+66,675
6
$5.04M 7.93%
+83,449
7
$4.19M 6.58%
+157,510
8
$3.77M 5.93%
+266,448
9
$3.56M 5.59%
+161,589
10
$3.38M 5.32%
+96,220
11
$3.17M 4.99%
+111,296
12
$2.9M 4.56%
+139,920
13
$2.66M 4.19%
+47,666
14
$1.04M 1.64%
+1,006,688
15
$980K 1.54%
+1,225,250
16
$424K 0.67%
+22,335