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
$120M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1 +$23.1M
2 +$2.24M
3 +$1.96M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.91M
5
NEE icon
NextEra Energy
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$35 ﹤0.01%
+20
277
$3 ﹤0.01%
+464
278
$0 ﹤0.01%
+120
279
$0 ﹤0.01%
+26
280
$0 ﹤0.01%
+1,200