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
$197M
AUM Growth
+$5.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1 +$2.07M
2 +$1.6M
3 +$653K
4
AMZN icon
Amazon
AMZN
+$310K
5
ASML icon
ASML
ASML
+$288K

Top Sells

1 +$923K
2 +$865K
3 +$363K
4
BDX icon
Becton Dickinson
BDX
+$287K
5
HUBB icon
Hubbell
HUBB
+$258K

Sector Composition

1 Financials 24.6%
2 Technology 21.58%
3 Healthcare 11.01%
4 Consumer Staples 9.68%
5 Consumer Discretionary 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$19.7K 0.01%
+802
202
$19K 0.01%
250
203
$18.8K 0.01%
+110
204
$18.6K 0.01%
300
205
$18.5K 0.01%
100
206
$18.4K 0.01%
176
207
$18.3K 0.01%
160
208
$18.2K 0.01%
470
209
$17.6K 0.01%
77
210
$17.5K 0.01%
+400
211
$16.9K 0.01%
1,800
212
$16.7K 0.01%
100
213
$15.9K 0.01%
+75
214
$15.9K 0.01%
323,843
+323,522
215
$15.8K 0.01%
300
216
$15.4K 0.01%
175
217
$15.3K 0.01%
60
218
$15.2K 0.01%
790
219
$15.2K 0.01%
+75
220
$14.8K 0.01%
175
221
$14.7K 0.01%
150
222
$14.7K 0.01%
+20
223
$14.3K 0.01%
147
224
$14.2K 0.01%
640
225
$13.8K 0.01%
470