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
$957M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$40.9M
2
+$16.4M
3
+$4.3M
4
FDX icon
FedEx
FDX
+$831K
5
SYK icon
Stryker
SYK
+$661K

Top Sells

1
+$26.8M
2
+$5.51M
3
+$3.77M
4
SYY icon
Sysco
SYY
+$3.72M
5
MSFT icon
Microsoft
MSFT
+$3.27M

Sector Composition

1 Technology 25.84%
2 Healthcare 21.95%
3 Industrials 19.63%
4 Financials 14.37%
5 Consumer Staples 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$45K ﹤0.01%
1,020
177
$44K ﹤0.01%
+470
178
$44K ﹤0.01%
1,250
179
$44K ﹤0.01%
+781
180
$44K ﹤0.01%
200
181
$44K ﹤0.01%
216
182
$43K ﹤0.01%
7,039
183
$42K ﹤0.01%
1,815
184
$40K ﹤0.01%
1,100
185
$38K ﹤0.01%
750
-90
186
$38K ﹤0.01%
300
187
$37K ﹤0.01%
1,000
188
$36K ﹤0.01%
2,120
189
$35K ﹤0.01%
+1,563
190
$35K ﹤0.01%
360
191
$35K ﹤0.01%
1,281
192
$35K ﹤0.01%
150
193
$35K ﹤0.01%
167
194
$32K ﹤0.01%
1,207
-287
195
$32K ﹤0.01%
413
196
$32K ﹤0.01%
103
-20
197
$32K ﹤0.01%
869
-100
198
$30K ﹤0.01%
345
-580
199
$30K ﹤0.01%
280
200
$30K ﹤0.01%
274
6 7
8
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