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
$1.44B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$5.48M
3
+$4.67M
4
ADP icon
Automatic Data Processing
ADP
+$3.93M
5
ACN icon
Accenture
ACN
+$3.75M

Top Sells

1
+$31.5M
2
+$2.13M
3
+$708K
4
IBM icon
IBM
IBM
+$570K
5
SWK icon
Stanley Black & Decker
SWK
+$283K

Sector Composition

1 Technology 29.23%
2 Financials 21.5%
3 Healthcare 18.35%
4 Industrials 11.91%
5 Consumer Discretionary 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$204K 0.01%
+305
102
$201K 0.01%
+2,476
103
– –
-2,792
104
– –
-20,069
105
– –
-1,616
1 2 3 4
5