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
$1.2B
AUM Growth
+$73.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$45.4M
2
+$21.3M
3
+$20.6M
4
AVGO icon
Broadcom
AVGO
+$20.2M
5
HXL icon
Hexcel
HXL
+$19.9M

Top Sells

1
+$44.3M
2
+$35M
3
+$27.3M
4
WM icon
Waste Management
WM
+$5.52M
5
NVS icon
Novartis
NVS
+$4.04M

Sector Composition

1 Technology 26.01%
2 Financials 18.55%
3 Healthcare 18.33%
4 Industrials 14.58%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-460,195
102
– –
-2,976
103
– –
-46,783
1 2 3 4
5