WOC

West Oak Capital Portfolio holdings

AUM $2.52M
1-Year Est. Return 17.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
+$1.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1 +$332K
2 +$37.4K
3 +$16.2K
4
JCI icon
Johnson Controls International
JCI
+$13.5K
5
WPG
Washington Prime Group Inc.
WPG
+$13.4K

Top Sells

1 +$250K
2 +$109K
3 +$92.7K
4
VZ icon
Verizon
VZ
+$72.2K
5
BEAM
BEAM INC COM STK (DE)
BEAM
+$70.8K

Sector Composition

1 Financials 30.11%
2 Technology 14.75%
3 Healthcare 12.24%
4 Industrials 10.2%
5 Energy 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$23.4K 0.02%
353
177
$23.1K 0.02%
400
-100
178
$22.3K 0.02%
475
179
$21.9K 0.02%
172
-40
180
$21.8K 0.02%
250
181
$21.4K 0.02%
371
182
$21.1K 0.02%
1,300
183
$19.2K 0.01%
16
184
$18.3K 0.01%
47
185
$17.4K 0.01%
375
186
$17.1K 0.01%
100
187
$16K 0.01%
400
188
$15K 0.01%
284
189
$14.4K 0.01%
750
190
$14.1K 0.01%
2,000
191
$13K 0.01%
336
192
$12.9K 0.01%
370
193
$12.9K 0.01%
+77
194
$12.9K 0.01%
296
195
$12.8K 0.01%
517
196
$12.8K 0.01%
+441
197
$12.4K 0.01%
435
198
$12.1K 0.01%
100
199
$11.9K 0.01%
396
200
$11.8K 0.01%
63