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
326
$5K ﹤0.01%
2,824
327
$5K ﹤0.01%
50
-13
328
$5K ﹤0.01%
111
329
$5K ﹤0.01%
120
330
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+100
331
$5K ﹤0.01%
108
-316
332
$5K ﹤0.01%
57
333
$5K ﹤0.01%
31
334
$5K ﹤0.01%
236
+121
335
$5K ﹤0.01%
+49
336
$5K ﹤0.01%
100
337
$5K ﹤0.01%
359
338
$4K ﹤0.01%
41
339
$4K ﹤0.01%
65
340
$4K ﹤0.01%
145
341
$4K ﹤0.01%
450
342
$4K ﹤0.01%
52
343
$4K ﹤0.01%
72
344
$4K ﹤0.01%
+200
345
$4K ﹤0.01%
205
346
$4K ﹤0.01%
221
-2,305
347
$4K ﹤0.01%
+125
348
$4K ﹤0.01%
99
+37
349
$4K ﹤0.01%
68
+17
350
$3K ﹤0.01%
41
12 13
14
15 16