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
201
$29K ﹤0.01%
1,217
-400
202
$29K ﹤0.01%
967
203
$29K ﹤0.01%
780
+280
204
$29K ﹤0.01%
900
205
$29K ﹤0.01%
470
-434,754
206
$28K ﹤0.01%
600
207
$28K ﹤0.01%
416
208
$27K ﹤0.01%
300
209
$26K ﹤0.01%
235
210
$26K ﹤0.01%
788
211
$26K ﹤0.01%
200
+100
212
$25K ﹤0.01%
200
213
$25K ﹤0.01%
158
214
$25K ﹤0.01%
250
215
$24K ﹤0.01%
746
216
$24K ﹤0.01%
700
217
$24K ﹤0.01%
577
218
$24K ﹤0.01%
745
-63,525
219
$23K ﹤0.01%
200
220
$23K ﹤0.01%
424
221
$23K ﹤0.01%
180
222
$23K ﹤0.01%
400
223
$22K ﹤0.01%
300
224
$21K ﹤0.01%
185
225
$21K ﹤0.01%
1,665
7 8
9
10 11