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
$737M
AUM Growth
+$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$25.8M
2 +$14.4M
3 +$4.81M
4
IBM icon
IBM
IBM
+$2.54M
5
ETN icon
Eaton
ETN
+$2.17M

Top Sells

1 +$19.8M
2 +$6.95M
3 +$3.02M
4
TGT icon
Target
TGT
+$1.1M
5
HUBB icon
Hubbell
HUBB
+$904K

Sector Composition

1 Technology 20.84%
2 Industrials 19.71%
3 Financials 13.63%
4 Healthcare 13.16%
5 Consumer Staples 11.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-82,553
77
-14,210