WFMPM

Woodley Farra Manion Portfolio Management Portfolio holdings

AUM $2.12B
1-Year Est. Return 15.94%
This Quarter Est. Return
1 Year Est. Return
+15.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$832M
AUM Growth
-$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$23M
3
+$3.86M
4
FDX icon
FedEx
FDX
+$968K
5
VZ icon
Verizon
VZ
+$964K

Top Sells

1
+$28.8M
2
+$23.7M
3
+$4.6M
4
FISV
Fiserv Inc
FISV
+$1.82M
5
TFC icon
Truist Financial
TFC
+$1.75M

Sector Composition

1 Technology 25.85%
2 Healthcare 23.51%
3 Industrials 20.26%
4 Financials 8.68%
5 Consumer Discretionary 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1K ﹤0.01%
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+146
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– –
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15 16
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