test

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
WMWaste Mgmt Inc Del
Recent Activity
Increased 0.76%
1.41%
$12.711M
62,991 shares@ $201.79 avg price
SNASnap On Inc
Recent Activity
Increased 1.78%
1.36%
$12.329M
36,318 shares@ $339.49 avg price
ACNAccenture Plc Ireland
Recent Activity
Increased 1.21%
1.36%
$12.323M
35,029 shares@ $351.8 avg price
SYKStryker Corporation
Recent Activity
Increased 1.39%
1.35%
$12.249M
34,020 shares@ $360.06 avg price
ITWIllinois Tool Wks Inc
Recent Activity
Increased 1.44%
1.32%
$11.934M
47,066 shares@ $253.57 avg price
ZTSZoetis Inc
Recent Activity
Increased 1.63%
1.27%
$11.502M
70,593 shares@ $162.94 avg price
LULULululemon Athletica Inc
Recent Activity
Increased 1.08%
1.27%
$11.472M
30,000 shares@ $382.41 avg price
MANHManhattan Associates Inc
Recent Activity
Increased 0.5%
1.27%
$11.45M
42,369 shares@ $270.25 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 3032.58%
1.23%
$11.12M
50,685 shares@ $219.39 avg price
VVisa Inc
Recent Activity
Increased 1.3%
1.19%
$10.766M
34,066 shares@ $316.05 avg price