West Oak Capital, LLC
CIK Number: 0001387399
2.83B
Market Value
270
# of Holdings
26 months
Avg. Holding Period
68.90%
Win Rate
997.25%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Wheels Up Exper... | 1.60 | -0.62% | 50 | +100.00% | 2.69B | 2.3 | 50.00% | |
| 2 | Nvidia Corp | 131.40 | -1.38% | 80.75K | -15.10% | 98.06M | 127.34 | 1.82% | |
| 3 | Apple Computer ... | 233.05 | -0.58% | 28.56K | +7.08% | 66.54M | 101.02 | 1.24% | |
| 4 | Microsoft Corp | 415.07 | -0.51% | 13.12K | -1.42% | 56.45M | 130.09 | 1.05% | |
| 5 | Schwab Us Large... | 23.06 | +0.04% | 77.60K | -1.63% | 52.65M | 28.52 | 0.98% |
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