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
$136M
AUM Growth
+$7.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1 +$459K
2 +$136K
3 +$82.3K
4
AAPL icon
Apple
AAPL
+$64.5K
5
JCI icon
Johnson Controls International
JCI
+$56.4K

Top Sells

1 +$770K
2 +$305K
3 +$223K
4
XOM icon
Exxon Mobil
XOM
+$174K
5
BHP icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$24.6K 0.02%
573
177
$24.5K 0.02%
400
178
$23.3K 0.02%
1,880
179
$21.7K 0.02%
+100
180
$19.5K 0.01%
550
181
$19K 0.01%
371
182
$18.6K 0.01%
16
183
$18.1K 0.01%
375
184
$16K 0.01%
1,500
185
$15.8K 0.01%
284
186
$15.4K 0.01%
47
187
$15K 0.01%
2,000
188
$15K 0.01%
370
189
$14.7K 0.01%
251
190
$14.1K 0.01%
400
191
$13.4K 0.01%
300
192
$13.4K 0.01%
375
193
$13.2K 0.01%
336
194
$11.6K 0.01%
517
195
$11.5K 0.01%
127
196
$11.2K 0.01%
63
197
$11.1K 0.01%
213
198
$11.1K 0.01%
124
199
$10.7K 0.01%
100
200
$10.6K 0.01%
112