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
1
$55.7M 12.85%
639,010
+46,655
2
$20.5M 4.73%
363,336
+79,568
3
$14.5M 3.34%
292,460
+19,286
4
$13.1M 3.02%
58,833
-18,342
5
$11.7M 2.7%
54,755
+4,484
6
$10.1M 2.34%
39,836
+1,467
7
$9.72M 2.24%
84,948
+2,775
8
$9.6M 2.21%
203,001
+16,342
9
$9.26M 2.14%
143,746
+4,806
10
$9.22M 2.13%
195,911
+6,908
11
$8.31M 1.92%
115,580
+4,126
12
$7.92M 1.83%
132,401
+6,837
13
$7.91M 1.82%
131,020
+11,200
14
$7.7M 1.77%
140,684
+6,173
15
$7.42M 1.71%
38,940
+24,894
16
$7.22M 1.67%
48,252
+37,543
17
$7.16M 1.65%
+29,736
18
$7.14M 1.65%
+50,574
19
$6.69M 1.54%
66,314
+2,846
20
$6.68M 1.54%
91,702
+5,560
21
$6.68M 1.54%
117,533
+7,019
22
$6.38M 1.47%
98,080
+4,867
23
$6.05M 1.4%
243,721
-166,931
24
$5.95M 1.37%
15,996
-9,455
25
$5.79M 1.34%
50,213
-31,632
1
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