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
201
$7.17K 0.01%
+500
202
$7.13K 0.01%
+149
203
$7.12K 0.01%
+96
204
$6.58K 0.01%
+144
205
$6.14K 0.01%
+161
206
$6.1K 0.01%
+27
207
$6.03K 0.01%
+61
208
$5.96K 0.01%
+63
209
$5.79K ﹤0.01%
+100
210
$5.77K ﹤0.01%
+141
211
$5.5K ﹤0.01%
+88
212
$5.38K ﹤0.01%
+100
213
$5.29K ﹤0.01%
+100
214
$5.09K ﹤0.01%
+350
215
$4.91K ﹤0.01%
+700
216
$4.87K ﹤0.01%
+200
217
$4.55K ﹤0.01%
+55
218
$4.55K ﹤0.01%
+108
219
$4.55K ﹤0.01%
+47
220
$4.53K ﹤0.01%
+88
221
$4.48K ﹤0.01%
+100
222
$4.45K ﹤0.01%
+126
223
$4.37K ﹤0.01%
+47
224
$4.28K ﹤0.01%
+200
225
$4.26K ﹤0.01%
+94
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