PACWEST FINANCIAL MANAGEMENT INC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 97
New Positions 5
Increased Positions 60
Decreased Positions 32
Positions with Activity 92
Sold Out Positions 7
Total Mkt Value (in $ millions) 134

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

Sector Weighting

Basic Materials 2.73%
Capital Goods 4.18%
Conglomerates
Consumer Cyclical 3.7%
Consumer/Non-Cyclical 6.71%
Energy 7.1%
Financial 32.33%
Healthcare 13.12%
Services 11.65%
Technology 15.93%
Transportation 2.06%
Utilities 0.48%

97 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES CORE S&P SCP ETF 5,528 19 .34 49,795
CLAYMORE EXCHANGE TRD FD TR GUGG BULL 2015 4,356 654 17.67 162,403
SPDR SERIES TRUST BARC SHT TR CP 4,260 90 2.16 138,477
V F CORP COM 3,386 191 5.98 53,637
INTERNATIONAL BUSINESS MACHS COM 3,356 76 2.33 17,812
MICROSOFT CORP COM 3,315 -1,033 (23.76) 79,545
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 3,207 -483 (13.09) 39,998
INTEL CORP COM 2,845 179 6.72 92,117
BERKSHIRE HATHAWAY INC DEL CL B NEW 2,744 46 1.69 21,309
TJX COS INC NEW COM 2,710 230 9.28 49,734
GENERAL ELECTRIC CO COM 2,690 323 13.65 102,186
JOHNSON & JOHNSON COM 2,684 32 1.22 25,312
SCHLUMBERGER LTD COM 2,667 139 5.48 22,800
CHEVRON CORP NEW COM 2,405 144 6.36 18,303
CLAYMORE EXCHANGE TRD FD TR GUGG CRP BD 2016 2,315 923 66.28 103,736
UNITED TECHNOLOGIES CORP COM 2,283 118 5.44 20,056
EXXON MOBIL CORP COM 2,235 -1 (0.05) 21,583
3M CO COM 2,231 153 7.35 15,419
CHURCH & DWIGHT INC COM 2,108 92 4.58 30,917
NOVO-NORDISK A S ADR 1,958 31 1.59 43,125


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