WEST COAST FINANCIAL LLC Information

1525 STATE STREET, SANTA BARBARA, California, 93101, (805) 962-9131

Report Date: 03/31/2015

Position Statistics

Total Positions 104
New Positions 16
Increased Positions 61
Decreased Positions 42
Positions with Activity 103
Sold Out Positions 7
Total Mkt Value (in $ millions) 215

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

Sector Weighting

Basic Materials 0.45%
Capital Goods 7.47%
Conglomerates
Consumer Cyclical 8.89%
Consumer/Non-Cyclical 7.04%
Energy 3.85%
Financial 23.99%
Healthcare 15.32%
Services 9.34%
Technology 19.08%
Transportation 1.84%
Utilities 2.72%

104 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 14,292 14,292 New 118,639
APPLE INC COM 9,126 -834 (8.38) 71,998
WALGREENS BOOTS ALLIANCE INC COM 6,704 384 6.08 77,259
MASTERCARD INC CL A 6,199 267 4.51 65,596
STARBUCKS CORP COM 5,444 -221 (3.9) 99,664
BERKSHIRE HATHAWAY INC DEL CL B NEW 5,325 359 7.23 38,095
BECTON DICKINSON & CO COM 5,292 394 8.04 37,256
TELEFLEX INC COM 5,189 191 3.82 37,941
BARD C R INC COM 5,109 413 8.79 29,442
SNAP ON INC COM 4,979 126 2.59 30,700
NIKE INC CL B 4,965 263 5.59 45,260
AFLAC INC COM 4,801 419 9.56 75,387
INTEL CORP COM 4,729 119 2.59 152,457
PEPSICO INC COM 4,670 378 8.80 49,200
3M CO COM 4,629 307 7.11 29,465
STERIS CORP COM 4,622 104 2.29 70,725
IDEXX LABS INC COM 4,483 283 6.75 70,388
CUMMINS INC COM 4,143 232 5.94 31,023
QUALCOMM INC COM 4,121 43 1.05 63,724
LEGG MASON INC COM 3,989 112 2.88 76,905


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