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
$1.55B
AUM Growth
+$84.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$10.1M
2 +$4.6M
3 +$4.27M
4
HD icon
Home Depot
HD
+$1.3M
5
ACN icon
Accenture
ACN
+$1.27M

Top Sells

1 +$20.8M
2 +$4.35M
3 +$3.43M
4
CCI icon
Crown Castle
CCI
+$3.04M
5
MSFT icon
Microsoft
MSFT
+$2.96M

Sector Composition

1 Technology 23.02%
2 Healthcare 22.24%
3 Financials 19.04%
4 Industrials 13.36%
5 Energy 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-22,716
102
-57,903