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
$1.99B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$8.43M
2 +$3.76M
3 +$2.16M
4
DHR icon
Danaher
DHR
+$2.08M
5
HD icon
Home Depot
HD
+$1.67M

Top Sells

1 +$3.76M
2 +$3.54M
3 +$3.02M
4
NVDA icon
NVIDIA
NVDA
+$1.05M
5
CRL icon
Charles River Laboratories
CRL
+$960K

Sector Composition

1 Technology 24.19%
2 Financials 21.7%
3 Healthcare 20.26%
4 Industrials 8.28%
5 Consumer Discretionary 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-38,828