PACWEST FINANCIAL MANAGEMENT INC
1643 E BETHANY HOME RD, PHOENIX, Arizona, 85016, (602) 997-8882
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 92 |
| New Positions | 6 |
| Increased Positions | 30 |
| Decreased Positions | 59 |
| Positions with Activity | 89 |
| Sold Out Positions | 7 |
| Total Mkt Value (in $ millions) |
114 |
Sector Weighting
| Basic Materials | 2.96% |
| Capital Goods | 4.43% |
| Conglomerates | |
| Consumer Cyclical | 2.97% |
| Consumer/Non-Cyclical | 5.01% |
| Energy | 11.14% |
| Financial | 32.31% |
| Healthcare | 10.01% |
| Services | 12.32% |
| Technology | 17.33% |
| Transportation | 1.25% |
| Utilities | 0.27% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
92 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 5,787 | -67 | (1.14) | 66,216 |
| NOBLE ENERGY INC | COM | 5,399 | -726 | (11.86) | 45,340 |
| SPDR SERIES TRUST | BARC SHT TR CP | 3,923 | 415 | 11.82 | 127,550 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 3,722 | 1,270 | 51.79 | 46,265 |
| MICROSOFT CORP | COM | 3,707 | -226 | (5.75) | 107,107 |
| INTERNATIONAL BUSINESS MACHS | COM | 3,698 | 141 | 3.96 | 17,865 |
| ISHARES TR | CORE S&P SCP ETF | 3,315 | 436 | 15.15 | 36,424 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 2,439 | -518 | (17.52) | 21,805 |
| US BANCORP DEL | COM NEW | 2,294 | -183 | (7.38) | 64,851 |
| VANGUARD INTL EQUITY INDEX FD | FTSE EMR MKT ETF | 2,268 | 121 | 5.66 | 52,033 |
| JOHNSON & JOHNSON | COM | 2,203 | -111 | (4.82) | 24,907 |
| WAL-MART STORES INC | COM | 2,161 | 107 | 5.19 | 28,055 |
| QUALCOMM INC | COM | 2,156 | 132 | 6.51 | 33,052 |
| MCDONALDS CORP | COM | 2,103 | -316 | (13.06) | 20,673 |
| TJX COS INC NEW | COM | 2,094 | -158 | (7.02) | 41,684 |
| INTEL CORP | COM | 2,039 | -295 | (12.64) | 84,698 |
| CHEVRON CORP NEW | COM | 2,023 | -102 | (4.82) | 16,193 |
| EXXON MOBIL CORP | COM | 2,000 | 11 | .56 | 21,698 |
| GENERAL ELECTRIC CO | COM | 1,990 | 658 | 49.40 | 83,411 |
| APPLE INC | COM | 1,947 | 448 | 29.84 | 4,412 |
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