We are live on ! Find out more
WOC

West Oak Capital Portfolio holdings

AUM $2.52M
1-Year Est. Return 17.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$191M
AUM Growth
+$7.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$131K
2
+$115K
3
+$113K
4
CAT icon
Caterpillar
CAT
+$109K
5
EMR icon
Emerson Electric
EMR
+$70.6K

Top Sells

1
+$2.35M
2
+$777K
3
+$685K
4
CHPT icon
ChargePoint
CHPT
+$522K
5
VZ icon
Verizon
VZ
+$503K

Sector Composition

1 Financials 26.87%
2 Technology 18.2%
3 Healthcare 12.18%
4 Consumer Staples 10.55%
5 Industrials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-3,000
302
– –
-55
303
– –
-150
304
– –
-200
305
– –
-75
306
– –
-720
307
– –
-200
308
$0 ﹤0.01%
1
309
$0 ﹤0.01%
25
310
– –
-150
311
$0 ﹤0.01%
1
312
$0 ﹤0.01%
37
-688
313
– –
-150
314
– –
-200
315
– –
-140
316
$0 ﹤0.01%
100
317
– –
-110
318
– –
-2,800
319
– –
-1,550
320
– –
-12,608
321
$0 ﹤0.01%
464
322
$0 ﹤0.01%
1,200
323
$0 ﹤0.01%
1,666
324
– –
-5
325
– –
-400
10 11 12
13
14