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 2.28%
Capital Goods 3.42%
Conglomerates
Consumer Cyclical 2.96%
Consumer/Non-Cyclical 8.27%
Energy 4.66%
Financial 29.84%
Healthcare 14.67%
Services 13.51%
Technology 17.89%
Transportation 2.17%
Utilities 0.34%

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 5,990 293 5.13 50,374
SPDR SERIES TRUST BARC SHT TR CP 4,739 169 3.70 154,165
MICROSOFT CORP COM 4,191 117 2.87 87,540
WISDOMTREE TR EUROPE HEDGED EQ 4,159 4,159 New 62,160
V F CORP COM 3,877 82 2.17 52,602
TJX COS INC NEW COM 3,457 -70 (1.99) 52,154
APPLE INC COM 3,407 700 25.87 26,148
JOHNSON & JOHNSON COM 3,232 45 1.42 31,977
GENERAL ELECTRIC CO COM 2,952 -14 (0.46) 110,166
CHURCH & DWIGHT INC COM 2,912 31 1.09 34,682
BERKSHIRE HATHAWAY INC DEL CL B NEW 2,897 30 1.04 20,389
INTEL CORP COM 2,761 27 1.00 86,052
UNITED TECHNOLOGIES CORP COM 2,501 -87 (3.36) 21,534
3M CO COM 2,469 6 .23 15,529
NOVO-NORDISK A S ADR 2,459 59 2.48 43,402
INTERNATIONAL BUSINESS MACHS COM 2,358 -895 (27.5) 13,888
HOME DEPOT INC COM 2,280 -41 (1.76) 20,055
CHEVRON CORP NEW COM 2,236 -336 (13.07) 20,352
CISCO SYS INC COM 2,200 -31 (1.4) 76,341
SCHLUMBERGER LTD COM 2,199 -106 (4.61) 24,000


Create your free portfolio