WFMPM
Woodley Farra Manion Portfolio Management Portfolio holdings
AUM
$2.13B
1-Year Return
21.58%
This Quarter Return
+5.86%
1 Year Return
+21.58%
3 Year Return
+76.62%
5 Year Return
+153.88%
10 Year Return
+340.75%
AUM
$1.07B
AUM Growth
+$83.1M
(+8.4%)
Cap. Flow
+$27.7M
Cap. Flow
% of AUM
2.59%
Top 10 Holdings %
Top 10 Hldgs %
44.97%
Holding
442
New
360
Increased
46
Reduced
22
Closed
8
Top Buys
| 1 |
Comcast
CMCSA
|
$35.1M |
| 2 |
JPMorgan Chase
JPM
|
$5.3M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$5.28M |
| 4 |
Verizon
VZ
|
$1.85M |
| 5 |
Apple
AAPL
|
$1.45M |
Top Sells
Sector Composition
| 1 | Technology | 24.96% |
| 2 | Industrials | 20.38% |
| 3 | Healthcare | 18.57% |
| 4 | Financials | 13.22% |
| 5 | Consumer Discretionary | 7.63% |
