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
$165M
AUM Growth
+$2.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$723K
3
+$611K
4
AMZN icon
Amazon
AMZN
+$416K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$104K

Top Sells

1
+$488K
2
+$263K
3
+$250K
4
IRBT icon
iRobot
IRBT
+$239K
5
AAPL icon
Apple
AAPL
+$228K

Sector Composition

1 Financials 28.34%
2 Technology 13.79%
3 Healthcare 12.89%
4 Industrials 9.59%
5 Consumer Staples 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
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