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
$3.05B
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$151K

Top Sells

1 +$13.2M
2 +$11.3M
3 +$10.6M
4
WFM
Whole Foods Market Inc
WFM
+$10.3M
5
CELG
Celgene Corp
CELG
+$9.64M

Sector Composition

1 Healthcare 25.38%
2 Technology 24.92%
3 Consumer Staples 24.66%
4 Consumer Discretionary 14.91%
5 Real Estate 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-120