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
$2.55M
AUM Growth
-$32.9K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1 +$77.9K
2 +$20.5K
3 +$13K
4
DHR icon
Danaher
DHR
+$4.67K
5
ASML icon
ASML
ASML
+$4.62K

Top Sells

1 +$398K
2 +$21.2K
3 +$16.1K
4
CEG icon
Constellation Energy
CEG
+$12K
5
NEE icon
NextEra Energy
NEE
+$11.2K

Sector Composition

1 Technology 25.82%
2 Financials 15.32%
3 Healthcare 9.25%
4 Consumer Staples 7.8%
5 Industrials 6.7%