WA

WestEnd Advisors Portfolio holdings

AUM $4.14B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.32T
AUM Growth
+$231B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$367K
2
+$210K
3
+$117K
4
NOV icon
NOV
NOV
+$91K
5
RHI icon
Robert Half
RHI
+$88K

Sector Composition

1 Financials 7.95%
2 Technology 4.39%
3 Consumer Discretionary 4.21%
4 Communication Services 4.2%
5 Healthcare 3.93%
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