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
301
$7K ﹤0.01%
40
-40
302
$7K ﹤0.01%
450
303
$7K ﹤0.01%
+3
304
$6K ﹤0.01%
+200
305
$6K ﹤0.01%
321
306
$6K ﹤0.01%
500
307
$6K ﹤0.01%
247
308
$6K ﹤0.01%
110
-90
309
$6K ﹤0.01%
+350
310
$6K ﹤0.01%
416
-128
311
$6K ﹤0.01%
206
312
$6K ﹤0.01%
50
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$6K ﹤0.01%
100
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$6K ﹤0.01%
56
315
$6K ﹤0.01%
+1,000
316
$6K ﹤0.01%
100
317
$6K ﹤0.01%
200
318
$5K ﹤0.01%
100
319
$5K ﹤0.01%
335
320
$5K ﹤0.01%
138
-246
321
$5K ﹤0.01%
10
-485
322
$5K ﹤0.01%
260
323
$5K ﹤0.01%
170
324
$5K ﹤0.01%
+76
325
$5K ﹤0.01%
300
11 12
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