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
$136M
AUM Growth
+$731K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$861K
2
+$432K
3
+$431K
4
MS icon
Morgan Stanley
MS
+$250K
5
VZ icon
Verizon
VZ
+$218K

Top Sells

1
+$476K
2
+$353K
3
+$273K
4
MCD icon
McDonald's
MCD
+$270K
5
LMT icon
Lockheed Martin
LMT
+$158K

Sector Composition

1 Financials 31.54%
2 Technology 14.54%
3 Healthcare 12.01%
4 Industrials 10.11%
5 Energy 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.05K ﹤0.01%
21
252
$1.86K ﹤0.01%
14
253
$1.8K ﹤0.01%
52
254
$1.79K ﹤0.01%
52
255
$1.68K ﹤0.01%
183
256
$1.6K ﹤0.01%
37
257
$1.58K ﹤0.01%
27
258
$1.45K ﹤0.01%
20
259
$1.41K ﹤0.01%
50
260
$1.31K ﹤0.01%
28
261
$1.26K ﹤0.01%
596
262
$1.25K ﹤0.01%
48
263
$1.24K ﹤0.01%
20
264
$1.24K ﹤0.01%
10
265
$1.1K ﹤0.01%
21
266
$1.07K ﹤0.01%
2
267
$920 ﹤0.01%
90
268
$920 ﹤0.01%
9
269
$857 ﹤0.01%
62
270
$787 ﹤0.01%
27
-27
271
$779 ﹤0.01%
17
272
$706 ﹤0.01%
7
273
$537 ﹤0.01%
22
274
$469 ﹤0.01%
+100
275
$429 ﹤0.01%
244
8 9 10
11
12