Clay Murdy

@West Coast Financial Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$907.614M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
TROWPrice T Rowe Group Inc Recent Activity Exited	0%	$242,914 2,230 shares@ $108.94 avg price	Exited
AMNAmn Healthcare Svcs Inc Recent Activity Exited	0%	$207,075 4,885 shares@ $42.39 avg price	Exited
GISGeneral Mls Inc Recent Activity Exited	0%	$205,155 2,778 shares@ $73.85 avg price	Exited
VZVerizon Communications Inc Recent Activity Exited	0%	$203,664 4,535 shares@ $44.91 avg price	Exited