WA

WestEnd Advisors Portfolio holdings

AUM $4.28B
1-Year Est. Return 17.01%
This Quarter Est. Return
1 Year Est. Return
+17.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.17B
AUM Growth
-$3.72T
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Sells

1 +$80.6B
2 +$29.1M
3 +$22.6M
4
EWN icon
iShares MSCI Netherlands ETF
EWN
+$11M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.41M

Sector Composition

1 Healthcare 5.25%
2 Technology 4.98%
3 Communication Services 4.45%
4 Financials 4.43%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
0
377
0
378
0
379
0