WFMPM
Woodley Farra Manion Portfolio Management Portfolio holdings
AUM
$2.05B
1-Year Est. Return
18.9%
This Fund
S&P 500
1 Year Est. Return
+18.9%
AUM
$2.05B
AUM Growth
-$44.4M
(-2.1%)
Holding
127
Top Buys
| 1 | +$42M | |
| 2 | +$38.8M | |
| 3 | +$37.4M | |
| 4 |
Chubb
CB
|
+$25.7M |
| 5 |
Stryker
SYK
|
+$21.9M |
Top Sells
| 1 | +$90.7M | |
| 2 | +$61.4M | |
| 3 | +$51.5M | |
| 4 |
ASML
ASML
|
+$35.1M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$20M |
Sector Composition
| 1 | Technology | 17.71% |
| 2 | Healthcare | 16.89% |
| 3 | Financials | 15.6% |
| 4 | Industrials | 11% |
| 5 | Communication Services | 8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Oracle
ORCL
$615B
| – | – |
-1,525
|
|
||
127
Bank of America
BAC
$382B
| – | – |
-3,918
|
|