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Clay Murdy

@West Coast Financial Llc

Latest period2024 - Q4ReportedManaged Assets$907.614MTotal holdings165
Assets growth rate-0.16%Assets growth rate (2-Q avg)3.78%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in West Coast Financial Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 165 positions.

Assets under management

The assets under management (AUM) of West Coast Financial Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 907.614M in assets, with a quarterly growth rate of -0.16% and a 2-quarter average growth rate of 3.78%. The portfolio is managed by Clay Murdy, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -0.15%
4.45%
$40.343M
161,103 shares@ $250.43 avg price
APHAmphenol Corp New
Recent Activity
Decreased -1.06%
1.89%
$17.086M
246,014 shares@ $69.45 avg price
WSMWilliams Sonoma Inc
Recent Activity
Decreased -0.82%
1.26%
$11.361M
61,354 shares@ $185.18 avg price
GWWGrainger W W Inc
Recent Activity
Decreased -34.17%
1.1%
$9.948M
9,438 shares@ $1054.03 avg price
EWEdwards Lifesciences Corp
Recent Activity
Decreased -6.87%
1.09%
$9.873M
133,367 shares@ $74.03 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -0.53%
1.08%
$9.792M
16,723 shares@ $585.52 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -1.91%
1.01%
$9.157M
63,318 shares@ $144.63 avg price
PSAPublic Storage Oper Co
Recent Activity
Decreased -31.03%
0.98%
$8.883M
29,665 shares@ $299.45 avg price
HDHome Depot Inc
Recent Activity
Decreased -0.15%
0.98%
$8.869M
22,799 shares@ $389.0 avg price
PEPPepsico Inc
Recent Activity
Decreased -32.29%
0.97%
$8.79M
57,804 shares@ $152.06 avg price