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
$1.22B
AUM Growth
-$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$20.4M
2 +$959K
3 +$720K
4
PGR icon
Progressive
PGR
+$697K
5
ICE icon
Intercontinental Exchange
ICE
+$622K

Top Sells

1 +$1.95M
2 +$556K
3 +$462K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$416K
5
PEP icon
PepsiCo
PEP
+$371K

Sector Composition

1 Technology 25.4%
2 Healthcare 24.11%
3 Financials 22.55%
4 Industrials 9.23%
5 Energy 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-807