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
$574M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$21.5M
2 +$11.7M
3 +$10M
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$2.21M
5
KMI icon
Kinder Morgan
KMI
+$769K

Top Sells

1 +$19.4M
2 +$3.51M
3 +$1.75M
4
GAS
AGL Resources Inc
GAS
+$1.62M
5
WGL
Wgl Holdings
WGL
+$1.6M

Sector Composition

1 Technology 18.21%
2 Healthcare 16.64%
3 Consumer Staples 13.79%
4 Industrials 10.46%
5 Communication Services 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-29,656