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
276
$10K ﹤0.01%
285
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$8K ﹤0.01%
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$7K ﹤0.01%
50
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600
-800
292
$7K ﹤0.01%
328
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$7K ﹤0.01%
+124
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81
295
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353
296
$7K ﹤0.01%
264
297
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445
298
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+200
299
$7K ﹤0.01%
48
300
$7K ﹤0.01%
1,000
10 11
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