WFMPM

Woodley Farra Manion Portfolio Management Portfolio holdings

AUM $2.1B
1-Year Est. Return 17.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.41%
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
+$37.2M
2
+$17.2M
3
+$4.36M
4
FDX icon
FedEx
FDX
+$745K
5
SYK icon
Stryker
SYK
+$677K

Top Sells

1
+$25.3M
2
+$5.62M
3
+$3.77M
4
SYY icon
Sysco
SYY
+$3.61M
5
MSFT icon
Microsoft
MSFT
+$2.92M

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
276
$10K ﹤0.01%
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$8K ﹤0.01%
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$7K ﹤0.01%
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$7K ﹤0.01%
50
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$7K ﹤0.01%
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+124
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296
$7K ﹤0.01%
353
297
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298
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445
299
$7K ﹤0.01%
48
300
$7K ﹤0.01%
1,000
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