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

Top Buys

1 +$8.2M
2 +$3.88M
3 +$2.19M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.16M
5
HD icon
Home Depot
HD
+$1.85M

Top Sells

1 +$3.86M
2 +$3.77M
3 +$3.02M
4
NVDA icon
NVIDIA
NVDA
+$1.08M
5
IBM icon
IBM
IBM
+$948K

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