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Home > Institutional Investor > Pacwest Financial Management Inc > Profile

Instuitional Investor - Pacwest Financial Management Inc

Fund Profile
Filing Period:
Fund Name: Pacwest Financial Management Inc
Portfolio Value $1,688,600,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 96,315 $76,445,000 4.52%
2.
Vanguard Scottsdale Funds
 88,253 $75,632,000 4.47%
3.
Ishares Trust
 IEF 49,368 $67,890,000 4.02%
4.
Wisdomtree Intl Hedged Di
 227,895 $60,050,000 3.55%
5.
Microsoft Corp
 MSFT 77,251 $48,004,000 2.84%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)