WFMPM

Woodley Farra Manion Portfolio Management Portfolio holdings

AUM $2.1B
1-Year Est. Return 17.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.41%
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 +$33M
2 +$9.44M
3 +$5.91M
4
DOV icon
Dover
DOV
+$4.24M
5
AMGN icon
Amgen
AMGN
+$4M

Top Sells

1 +$27.4M
2 +$23.4M
3 +$22.2M
4
MSFT icon
Microsoft
MSFT
+$4.72M
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