WOC

West Oak Capital Portfolio holdings

AUM $2.52M
1-Year Est. Return 17.57%
This Quarter Est. Return
1 Year Est. Return
+17.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$6.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$609K
2
+$517K
3
+$436K
4
SHW icon
Sherwin-Williams
SHW
+$313K
5
SJM icon
J.M. Smucker
SJM
+$264K

Top Sells

1
+$438K
2
+$424K
3
+$418K
4
C icon
Citigroup
C
+$373K
5
BA icon
Boeing
BA
+$222K

Sector Composition

1 Financials 25.5%
2 Technology 14.56%
3 Healthcare 14.24%
4 Industrials 9.6%
5 Consumer Staples 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$24.3K 0.02%
1,437
227
$24.2K 0.02%
+900
228
$24.1K 0.02%
600
229
$24.1K 0.02%
500
230
$23.8K 0.02%
205
+33
231
$23.8K 0.02%
+900
232
$23.5K 0.02%
16
233
$23.5K 0.02%
620
234
$22.8K 0.02%
1,643
-256
235
$22K 0.02%
550
236
$21.9K 0.02%
18
237
$21.7K 0.02%
+200
238
$21.1K 0.01%
264
239
$20.6K 0.01%
388
-200
240
$20.5K 0.01%
2,026
241
$19.5K 0.01%
+588
242
$18.8K 0.01%
375
243
$18.7K 0.01%
200
-100
244
$18.6K 0.01%
+445
245
$18.3K 0.01%
145
246
$18.2K 0.01%
130
+50
247
$18.2K 0.01%
+103
248
$18K 0.01%
1,700
249
$17.9K 0.01%
375
250
$17.3K 0.01%
+500
8 9
10
11 12