WCF

West Coast Financial Portfolio holdings

AUM $876M
1-Year Est. Return 5.74%
This Quarter Est. Return
1 Year Est. Return
+5.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$434M
AUM Growth
+$72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$7.14M
3
+$5.62M
4
MAR icon
Marriott International
MAR
+$5.01M
5
AGN
Allergan plc
AGN
+$4.74M

Top Sells

1
+$6.5M
2
+$4.86M
3
+$4.15M
4
MA icon
Mastercard
MA
+$4.08M
5
IBM icon
IBM
IBM
+$4.07M

Sector Composition

1 Healthcare 14.18%
2 Industrials 12.87%
3 Technology 11.28%
4 Financials 11.21%
5 Consumer Discretionary 10.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.48M 1.26%
111,480
+11,191
27
$5.4M 1.24%
63,477
+19,770
28
$5.16M 1.19%
240,438
+95,603
29
$5.07M 1.17%
120,536
+5,832
30
$5.01M 1.16%
+37,948
31
$4.98M 1.15%
59,481
+35,910
32
$4.83M 1.11%
375,276
-179,812
33
$4.48M 1.03%
42,713
+1,820
34
$4.47M 1.03%
28,466
+956
35
$4.37M 1.01%
104,340
+4,332
36
$4.34M 1%
37,143
+3,393
37
$4.23M 0.98%
68,782
+4,176
38
$4.2M 0.97%
76,833
+3,842
39
$4.18M 0.96%
133,917
+7,505
40
$4.04M 0.93%
22,902
+1,667
41
$3.93M 0.91%
101,742
+10,752
42
$3.81M 0.88%
83,648
+2,937
43
$3.67M 0.85%
80,443
+3,231
44
$3.6M 0.83%
31,484
+22,968
45
$3.3M 0.76%
22,569
+1,285
46
$3.18M 0.73%
10,855
+5,659
47
$2.65M 0.61%
39,631
+1,375
48
$2.42M 0.56%
40,480
+23,140
49
$2.38M 0.55%
10,130
+2,806
50
$2.37M 0.55%
81,350
+30,568
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