PACWEST FINANCIAL MANAGEMENT INC Information

1643 E BETHANY HOME RD, PHOENIX, Arizona, 85016, (602) 997-8882

Report Date: 03/31/2015

Position Statistics

Total Positions 94
New Positions 7
Increased Positions 57
Decreased Positions 29
Positions with Activity 86
Sold Out Positions 5
Total Mkt Value (in $ millions) 145

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 2.39%
Capital Goods 3.48%
Conglomerates
Consumer Cyclical 2.89%
Consumer/Non-Cyclical 8.26%
Energy 4.58%
Financial 30.04%
Healthcare 14.72%
Services 13.35%
Technology 17.94%
Transportation 2.04%
Utilities 0.33%

94 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES TR CORE S&P SCP ETF 5,940 290 5.13 50,374
SPDR SERIES TRUST BARC SHT TR CP 4,731 169 3.70 154,165
WISDOMTREE TR EUROPE HEDGED EQ 4,140 4,140 New 62,160
MICROSOFT CORP COM 4,106 114 2.87 87,540
V F CORP COM 3,754 80 2.17 52,602
TJX COS INC NEW COM 3,503 -71 (1.99) 52,154
APPLE INC COM 3,466 712 25.87 26,148
JOHNSON & JOHNSON COM 3,241 45 1.42 31,977
GENERAL ELECTRIC CO COM 3,049 -14 (0.46) 110,166
BERKSHIRE HATHAWAY INC DEL CL B NEW 2,948 30 1.04 20,389
CHURCH & DWIGHT INC COM 2,929 32 1.09 34,682
INTEL CORP COM 2,878 28 1.00 86,052
UNITED TECHNOLOGIES CORP COM 2,554 -89 (3.36) 21,534
3M CO COM 2,500 6 .23 15,529
NOVO-NORDISK A S ADR 2,497 60 2.48 43,402
INTERNATIONAL BUSINESS MACHS COM 2,392 -907 (27.5) 13,888
HOME DEPOT INC COM 2,249 -40 (1.76) 20,055
CISCO SYS INC COM 2,234 -32 (1.4) 76,341
SCHLUMBERGER LTD COM 2,208 -107 (4.61) 24,000
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 2,152 76 3.66 26,910


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