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
351
$3K ﹤0.01%
514
352
$3K ﹤0.01%
106
353
$3K ﹤0.01%
193
354
$3K ﹤0.01%
105
355
$3K ﹤0.01%
84
356
$3K ﹤0.01%
280
357
$3K ﹤0.01%
222
358
$3K ﹤0.01%
+52
359
$3K ﹤0.01%
1,000
360
$2K ﹤0.01%
20
361
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17
362
$2K ﹤0.01%
47
-1,000
363
$2K ﹤0.01%
20
364
$2K ﹤0.01%
105
365
$2K ﹤0.01%
68
366
$2K ﹤0.01%
94
367
$2K ﹤0.01%
57
368
$2K ﹤0.01%
71
369
$2K ﹤0.01%
204
-4
370
$2K ﹤0.01%
40
371
$2K ﹤0.01%
176
372
$2K ﹤0.01%
47
373
$2K ﹤0.01%
64
374
$2K ﹤0.01%
+13
375
$2K ﹤0.01%
+31
13 14
15
16 17