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
151
$33.5K 0.03%
+588
152
$33K 0.03%
+1,068
153
$32.9K 0.03%
+995
154
$30.3K 0.03%
+1,613
155
$30K 0.03%
+700
156
$29.9K 0.03%
+700
157
$29.8K 0.02%
+452
158
$29.2K 0.02%
+500
159
$29K 0.02%
+375
160
$28.9K 0.02%
+1,250
161
$28.4K 0.02%
+396
162
$27.5K 0.02%
+400
163
$27.3K 0.02%
+600
164
$27.2K 0.02%
+1,595
165
$26.6K 0.02%
+1,250
166
$23.4K 0.02%
+400
167
$23.2K 0.02%
+300
168
$22.9K 0.02%
+2,445
169
$22.1K 0.02%
+750
170
$21.3K 0.02%
+800
171
$21K 0.02%
+288
172
$20.7K 0.02%
+1,607
173
$19.8K 0.02%
+573
174
$19.6K 0.02%
+1,880
175
$19.5K 0.02%
+400