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
+$731K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$861K
2
+$432K
3
+$431K
4
MS icon
Morgan Stanley
MS
+$250K
5
VZ icon
Verizon
VZ
+$218K

Top Sells

1
+$476K
2
+$353K
3
+$273K
4
MCD icon
McDonald's
MCD
+$270K
5
LMT icon
Lockheed Martin
LMT
+$158K

Sector Composition

1 Financials 31.54%
2 Technology 14.54%
3 Healthcare 12.01%
4 Industrials 10.11%
5 Energy 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$9.59K 0.01%
63
202
$9.54K 0.01%
325
203
$8.83K 0.01%
132
204
$8.73K 0.01%
96
205
$7.89K 0.01%
149
206
$7.7K 0.01%
200
207
$7.07K 0.01%
161
208
$6.94K 0.01%
61
209
$6.88K 0.01%
4
210
$6.87K 0.01%
100
211
$6.83K 0.01%
27
212
$6.79K 0.01%
55
213
$6.65K ﹤0.01%
141
214
$6.4K ﹤0.01%
+32
215
$6K ﹤0.01%
350
216
$5.96K ﹤0.01%
94
217
$5.88K ﹤0.01%
88
218
$5.55K ﹤0.01%
100
219
$5.49K ﹤0.01%
+230
220
$5.39K ﹤0.01%
47
221
$5.23K ﹤0.01%
161
222
$5.22K ﹤0.01%
108
223
$5K ﹤0.01%
100
224
$4.96K ﹤0.01%
47
225
$4.67K ﹤0.01%
88
7 8
9
10 11