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
$1.34B
AUM Growth
-$92.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$47.8M
2
+$5.26M
3
+$2M
4
VZ icon
Verizon
VZ
+$1.34M
5
SYK icon
Stryker
SYK
+$1.08M

Top Sells

1
+$35.4M
2
+$35.1M
3
+$12M
4
ADP icon
Automatic Data Processing
ADP
+$1.44M
5
CVX icon
Chevron
CVX
+$1.44M

Sector Composition

1 Technology 27.34%
2 Healthcare 23.14%
3 Financials 22.93%
4 Industrials 9.72%
5 Energy 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.18M 0.31%
57,703
-1,503
52
$3.52M 0.26%
7,763
-255
53
$2.27M 0.17%
17,422
+679
54
$1.95M 0.15%
15,865
-514
55
$1.41M 0.11%
10,475
56
$1.3M 0.1%
6,144
-2,397
57
$837K 0.06%
7,074
-1,482
58
$827K 0.06%
3,344
-148
59
$790K 0.06%
3,561
-279
60
$696K 0.05%
1,209
+20
61
$679K 0.05%
14,726
-590
62
$677K 0.05%
4,179
-715
63
$654K 0.05%
23,960
+980
64
$617K 0.05%
4,420
+60
65
$609K 0.05%
3,000
66
$602K 0.04%
32,260
+18,280
67
$555K 0.04%
2,708
-50
68
$528K 0.04%
3,800
+580
69
$512K 0.04%
1,434
+10
70
$416K 0.03%
1,500
-175
71
$416K 0.03%
4,429
-15
72
$388K 0.03%
2,541
-148
73
$371K 0.03%
4,524
-115
74
$356K 0.03%
3,626
-94
75
$354K 0.03%
1,004
1 2
3
4 5