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
$1.29B
AUM Growth
+$97.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$37.8M
2
+$1.85M
3
+$1M
4
IBM icon
IBM
IBM
+$524K
5
CB icon
Chubb
CB
+$340K

Top Sells

1
+$7.83M
2
+$2.68M
3
+$2.38M
4
ADP icon
Automatic Data Processing
ADP
+$1.86M
5
MSFT icon
Microsoft
MSFT
+$1.78M

Sector Composition

1 Technology 25.03%
2 Financials 21.67%
3 Healthcare 17.93%
4 Industrials 14.05%
5 Consumer Discretionary 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-4,689
102
– –
-4,220
103
– –
-6,511
1 2 3 4
5