WOC
West Oak Capital Portfolio holdings
AUM
$2.55M
1-Year Return
27.55%
This Quarter Return
+0.78%
1 Year Return
+27.55%
3 Year Return
+87.67%
5 Year Return
+136.32%
10 Year Return
+272.41%
AUM
$120M
AUM Growth
–
Cap. Flow
+$120M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
33.45%
Holding
297
New
297
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Jefferies Financial Group
JEF
|
$23.1M |
| 2 |
Chevron
CVX
|
$2.24M |
| 3 |
IBM
IBM
|
$1.96M |
| 4 |
Johnson & Johnson
JNJ
|
$1.91M |
| 5 |
NextEra Energy, Inc.
NEE
|
$1.87M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 31.22% |
| 2 | Technology | 13.96% |
| 3 | Healthcare | 12.61% |
| 4 | Industrials | 8.41% |
| 5 | Consumer Staples | 6.99% |
