WFMPM

Woodley Farra Manion Portfolio Management Portfolio holdings

AUM $2.13B
1-Year Est. Return 21.58%
This Quarter Est. Return
1 Year Est. Return
+21.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$957M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$40.9M
2
+$16.4M
3
+$4.3M
4
FDX icon
FedEx
FDX
+$831K
5
SYK icon
Stryker
SYK
+$661K

Top Sells

1
+$26.8M
2
+$5.51M
3
+$3.77M
4
SYY icon
Sysco
SYY
+$3.72M
5
MSFT icon
Microsoft
MSFT
+$3.27M

Sector Composition

1 Technology 25.84%
2 Healthcare 21.95%
3 Industrials 19.63%
4 Financials 14.37%
5 Consumer Staples 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$14K ﹤0.01%
186
252
$14K ﹤0.01%
700
253
$14K ﹤0.01%
2
254
$14K ﹤0.01%
382
255
$13K ﹤0.01%
1,826
256
$13K ﹤0.01%
100
257
$13K ﹤0.01%
+200
258
$13K ﹤0.01%
261
259
$13K ﹤0.01%
58
260
$13K ﹤0.01%
80
-70
261
$13K ﹤0.01%
282
262
$13K ﹤0.01%
376
263
$13K ﹤0.01%
240
-68,684
264
$13K ﹤0.01%
504
265
$12K ﹤0.01%
200
266
$11K ﹤0.01%
290
267
$11K ﹤0.01%
912
268
$11K ﹤0.01%
181
269
$11K ﹤0.01%
130
270
$10K ﹤0.01%
99
271
$10K ﹤0.01%
224
272
$10K ﹤0.01%
200
+100
273
$10K ﹤0.01%
133
274
$10K ﹤0.01%
+100
275
$10K ﹤0.01%
250
9 10
11
12 13