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
$923M
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$35.9M
2 +$8.75M
3 +$6.23M
4
DOV icon
Dover
DOV
+$4.6M
5
ITW icon
Illinois Tool Works
ITW
+$4.06M

Top Sells

1 +$26.3M
2 +$23.4M
3 +$21.7M
4
MSFT icon
Microsoft
MSFT
+$5.1M
5
CHX
ChampionX
CHX
+$2.96M

Sector Composition

1 Technology 30.02%
2 Healthcare 23.34%
3 Industrials 17.52%
4 Financials 13.05%
5 Consumer Staples 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$204K 0.02%
+2,519
77
-109,422
78
-600,996