WCF
West Coast Financial Portfolio holdings
AUM
$876M
This Quarter Return
+0.19%
1 Year Return
+5.74%
3 Year Return
+22.2%
5 Year Return
+134.62%
10 Year Return
+223.15%
AUM
$844M
AUM Growth
+$844M
(+2.4%)
Cap. Flow
+$31.7M
Cap. Flow
% of AUM
3.75%
Top 10 Holdings %
Top 10 Hldgs %
47.22%
Holding
171
New
9
Increased
35
Reduced
73
Closed
5
Top Buys
| 1 |
Stryker
SYK
|
$11.4M |
| 2 |
Amphenol
APH
|
$8.24M |
| 3 |
American Tower
AMT
|
$7.94M |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
$7.12M |
| 5 |
Aaon
AAON
|
$6.93M |
Top Sells
| 1 |
JBTM
JBT Marel Corporation
JBTM
|
$8.62M |
| 2 |
Chemed
CHE
|
$7.72M |
| 3 |
Factset
FDS
|
$6.17M |
| 4 |
Teradyne
TER
|
$5.78M |
| 5 |
Dropbox
DBX
|
$5.66M |
Sector Composition
| 1 | Technology | 14.99% |
| 2 | Financials | 10.22% |
| 3 | Healthcare | 9.41% |
| 4 | Industrials | 8.38% |
| 5 | Consumer Discretionary | 5.68% |
