WOC
West Oak Capital Portfolio holdings
AUM
$2.55M
1-Year Return
27.55%
This Quarter Return
+8.16%
1 Year Return
+27.55%
3 Year Return
+87.67%
5 Year Return
+136.32%
10 Year Return
+272.41%
AUM
$136M
AUM Growth
+$7.88M
(+6.2%)
Cap. Flow
-$1.98M
Cap. Flow
% of AUM
-1.46%
Top 10 Holdings %
Top 10 Hldgs %
31.81%
Holding
305
New
5
Increased
16
Reduced
72
Closed
5
Top Buys
| 1 |
TJX Companies
TJX
|
$459K |
| 2 |
Applied Materials
AMAT
|
$136K |
| 3 |
Citigroup
C
|
$82.3K |
| 4 |
Apple
AAPL
|
$64.5K |
| 5 |
Johnson Controls International
JCI
|
$56.4K |
Top Sells
| 1 |
Iron Mountain
IRM
|
$770K |
| 2 |
Microsoft
MSFT
|
$305K |
| 3 |
Intuitive Surgical
ISRG
|
$223K |
| 4 |
Exxon Mobil
XOM
|
$174K |
| 5 |
BHP
BHP
|
$117K |
Sector Composition
| 1 | Financials | 31.68% |
| 2 | Technology | 14.59% |
| 3 | Healthcare | 12.01% |
| 4 | Industrials | 9.81% |
| 5 | Energy | 6.67% |
