Asset Manager
← All Institutions
West Oak Capital, LLC
Market Value
$0
-100.0%
Holdings
244
-43
New Purchases
0
Added To
0
Closed
244
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 53 | $0 | 0% |
| Large Cap | 145 | $0 | 0% |
| Mid Cap | 25 | $0 | 0% |
| Small Cap | 16 | $0 | 0% |
| Micro Cap | 5 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$244.4B
Median Market Cap
$53.0B
Avg P/E
34.1
Median P/E
24.3
Avg Dividend Yield
0.02%
Avg Beta
1.04
# Stocks
204
# ETFs / Funds
40
Top Holdings (244 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | FDX | —% | — | — | — | -$118K | -50 | -100.0% | SOLD |
| 2 | AME | —% | — | — | — | -$3M | -1,700 | -100.0% | SOLD |
| 3 | ABT | —% | — | — | — | -$35M | -26,194 | -100.0% | SOLD |
| 4 | YUM | —% | — | — | — | -$2K | -1 | -100.0% | SOLD |
| 5 | AVB | —% | — | — | — | -$3M | -1,390 | -100.0% | SOLD |
| 6 | ALB | —% | — | — | — | -$4K | -5 | -100.0% | SOLD |
| 7 | AMP | —% | — | — | — | -$1M | -255 | -100.0% | SOLD |
| 8 | GLW | —% | — | — | — | -$43M | -52,130 | -100.0% | SOLD |
| 9 | CB | —% | — | — | — | -$5M | -1,735 | -100.0% | SOLD |
| 10 | DIS | —% | — | — | — | -$3M | -2,250 | -100.0% | SOLD |
| 11 | CVX | —% | — | — | — | -$33M | -21,156 | -100.0% | SOLD |
| 12 | EMN | —% | — | — | — | -$85K | -135 | -100.0% | SOLD |
| 13 | CARR | —% | — | — | — | -$3M | -4,275 | -100.0% | SOLD |
| 14 | AXP | —% | — | — | — | -$40M | -12,077 | -100.0% | SOLD |
| 15 | ALL | —% | — | — | — | -$1M | -663 | -100.0% | SOLD |
| 16 | NOW | —% | — | — | — | -$4M | -424 | -100.0% | SOLD |
| 17 | BMY | —% | — | — | — | -$672K | -1,490 | -100.0% | SOLD |
| 18 | XOM | —% | — | — | — | -$22M | -19,181 | -100.0% | SOLD |
| 19 | BROS | —% | — | — | — | -$1K | -1 | -100.0% | SOLD |
| 20 | BEN | —% | — | — | — | -$170K | -735 | -100.0% | SOLD |
| 21 | NEE | —% | — | — | — | -$32M | -42,063 | -100.0% | SOLD |
| 22 | CMG | —% | — | — | — | -$353K | -901 | -100.0% | SOLD |
| 23 | HWM | —% | — | — | — | -$2M | -800 | -100.0% | SOLD |
| 24 | SPB | —% | — | — | — | -$9M | -17,660 | -100.0% | SOLD |
| 25 | APD | —% | — | — | — | -$29M | -10,500 | -100.0% | SOLD |
| 26 | NMAX | —% | — | — | — | -$248K | -2,000 | -100.0% | SOLD |
| 27 | GPC | —% | — | — | — | -$195K | -141 | -100.0% | SOLD |
| 28 | ICE | —% | — | — | — | -$3M | -1,900 | -100.0% | SOLD |
| 29 | AFL | —% | — | — | — | -$7M | -6,545 | -100.0% | SOLD |
| 30 | SPOT | —% | — | — | — | -$42K | -6 | -100.0% | SOLD |
| 31 | AVY | —% | — | — | — | -$1M | -700 | -100.0% | SOLD |
| 32 | MS | —% | — | — | — | -$7M | -4,515 | -100.0% | SOLD |
| 33 | BAX | —% | — | — | — | -$171K | -750 | -100.0% | SOLD |
| 34 | HUBB | —% | — | — | — | -$35M | -8,215 | -100.0% | SOLD |
| 35 | AG | —% | — | — | — | -$4K | -29 | -100.0% | SOLD |
| 36 | GS | —% | — | — | — | -$4M | -540 | -100.0% | SOLD |
| 37 | HD | —% | — | — | — | -$41M | -10,037 | -100.0% | SOLD |
| 38 | BKKT | —% | — | — | — | -$34K | -100 | -100.0% | SOLD |
| 39 | DECK | —% | — | — | — | -$307K | -303 | -100.0% | SOLD |
| 40 | ABBV | —% | — | — | — | -$20M | -8,608 | -100.0% | SOLD |
| 41 | DHR | —% | — | — | — | -$24M | -12,336 | -100.0% | SOLD |
| 42 | ECL | —% | — | — | — | -$5M | -1,827 | -100.0% | SOLD |
| 43 | AJG | —% | — | — | — | -$1M | -473 | -100.0% | SOLD |
| 44 | CL | —% | — | — | — | -$25M | -31,189 | -100.0% | SOLD |
| 45 | CRM | —% | — | — | — | -$2M | -970 | -100.0% | SOLD |
| 46 | CAH | —% | — | — | — | -$204K | -130 | -100.0% | SOLD |
| 47 | CAVA | —% | — | — | — | -$326K | -539 | -100.0% | SOLD |
| 48 | EOG | —% | — | — | — | -$4M | -3,960 | -100.0% | SOLD |
| 49 | MO | —% | — | — | — | -$2M | -2,740 | -100.0% | SOLD |
| 50 | VST | —% | — | — | — | -$656K | -335 | -100.0% | SOLD |
| 51 | STZ | —% | — | — | — | -$13M | -9,328 | -100.0% | SOLD |
| 52 | SRE | —% | — | — | — | -$117K | -130 | -100.0% | SOLD |
| 53 | MRP | —% | — | — | — | -$109K | -325 | -100.0% | SOLD |
| 54 | KO | —% | — | — | — | -$4M | -5,892 | -100.0% | SOLD |
| 55 | VZ | —% | — | — | — | -$21M | -47,825 | -100.0% | SOLD |
| 56 | NKE | —% | — | — | — | -$261K | -375 | -100.0% | SOLD |
| 57 | SHEL | —% | — | — | — | -$5M | -7,305 | -100.0% | SOLD |
| 58 | VLTO | —% | — | — | — | -$350K | -328 | -100.0% | SOLD |
| 59 | MP | —% | — | — | — | -$7K | -10 | -100.0% | SOLD |
| 60 | IBM | —% | — | — | — | -$1M | -440 | -100.0% | SOLD |
| 61 | MET | —% | — | — | — | -$268K | -325 | -100.0% | SOLD |
| 62 | GEV | —% | — | — | — | -$105K | -17 | -100.0% | SOLD |
| 63 | BAC | —% | — | — | — | -$934K | -1,810 | -100.0% | SOLD |
| 64 | SYF | —% | — | — | — | -$2K | -3 | -100.0% | SOLD |
| 65 | IIPR | —% | — | — | — | -$268K | -500 | -100.0% | SOLD |
| 66 | PM | —% | — | — | — | -$4M | -2,407 | -100.0% | SOLD |
| 67 | LMT | —% | — | — | — | -$27M | -5,365 | -100.0% | SOLD |
| 68 | SYK | —% | — | — | — | -$647K | -175 | -100.0% | SOLD |
| 69 | EVR | —% | — | — | — | -$590K | -175 | -100.0% | SOLD |
| 70 | FIG | —% | — | — | — | -$156K | -300 | -100.0% | SOLD |
| 71 | CAT | —% | — | — | — | -$22M | -4,704 | -100.0% | SOLD |
| 72 | CLX | —% | — | — | — | -$555K | -450 | -100.0% | SOLD |
| 73 | JPM | —% | — | — | — | -$64M | -20,352 | -100.0% | SOLD |
| 74 | AMTM | —% | — | — | — | -$167K | -696 | -100.0% | SOLD |
| 75 | CHD | —% | — | — | — | -$330K | -377 | -100.0% | SOLD |
| 76 | NU | —% | — | — | — | -$88K | -550 | -100.0% | SOLD |
| 77 | DHI | —% | — | — | — | -$1M | -640 | -100.0% | SOLD |
| 78 | SCHW | —% | — | — | — | -$34M | -36,067 | -100.0% | SOLD |
| 79 | RY | —% | — | — | — | -$3M | -2,248 | -100.0% | SOLD |
| 80 | PG | —% | — | — | — | -$29M | -19,069 | -100.0% | SOLD |
| 81 | PH | —% | — | — | — | -$4M | -575 | -100.0% | SOLD |
| 82 | ROK | —% | — | — | — | -$63K | -18 | -100.0% | SOLD |
| 83 | SLB | —% | — | — | — | -$50K | -145 | -100.0% | SOLD |
| 84 | TDY | —% | — | — | — | -$703K | -120 | -100.0% | SOLD |
| 85 | BR | —% | — | — | — | -$1M | -500 | -100.0% | SOLD |
| 86 | V | —% | — | — | — | -$4M | -1,245 | -100.0% | SOLD |
| 87 | NPWR | —% | — | — | — | -$75K | -2,500 | -100.0% | SOLD |
| 88 | J | —% | — | — | — | -$14M | -9,609 | -100.0% | SOLD |
| 89 | SHW | —% | — | — | — | -$21M | -5,983 | -100.0% | SOLD |
| 90 | MAA | —% | — | — | — | -$3M | -1,965 | -100.0% | SOLD |
| 91 | VTS | —% | — | — | — | -$4M | -16,238 | -100.0% | SOLD |
| 92 | SMRT | —% | — | — | — | -$1K | -100 | -100.0% | SOLD |
| 93 | PWR | —% | — | — | — | -$829K | -200 | -100.0% | SOLD |
| 94 | UNP | —% | — | — | — | -$2M | -845 | -100.0% | SOLD |
| 95 | COP | —% | — | — | — | -$142K | -150 | -100.0% | SOLD |
| 96 | MMM | —% | — | — | — | -$8M | -5,365 | -100.0% | SOLD |
| 97 | LEN | —% | — | — | — | -$28M | -21,881 | -100.0% | SOLD |
| 98 | MCK | —% | — | — | — | -$1M | -160 | -100.0% | SOLD |
| 99 | LEN-B | —% | — | — | — | -$2M | -1,555 | -100.0% | SOLD |
| 100 | MUFG | —% | — | — | — | -$159K | -1,000 | -100.0% | SOLD |