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

Top Buys

1 +$9.96M
2 +$4.46M
3 +$4.28M
4
UNH icon
UnitedHealth
UNH
+$1.26M
5
HD icon
Home Depot
HD
+$1.24M

Top Sells

1 +$17.1M
2 +$4.35M
3 +$3.42M
4
CCI icon
Crown Castle
CCI
+$3.04M
5
MSFT icon
Microsoft
MSFT
+$2.73M

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