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
$168M
AUM Growth
+$3.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$585K
3
+$453K
4
BMY icon
Bristol-Myers Squibb
BMY
+$393K
5
PHD
Pioneer Floating Rate Fund
PHD
+$200K

Top Sells

1
+$360K
2
+$215K
3
+$139K
4
JPM icon
JPMorgan Chase
JPM
+$138K
5
ADP icon
Automatic Data Processing
ADP
+$125K

Sector Composition

1 Financials 27.66%
2 Technology 14.42%
3 Healthcare 13.11%
4 Industrials 9.53%
5 Consumer Staples 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
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