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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
CRVLCorvel Corp
Recent Activity
Increased 201.36%
1.11%
$10.073M
90,534 shares@ $111.27 avg price
SEICSei Invts Co
Recent Activity
Increased 0.62%
1.08%
$9.741M
118,103 shares@ $82.49 avg price
AAONAaon Inc
Recent Activity
Increased 0.24%
1.05%
$9.495M
80,682 shares@ $117.68 avg price
KRKroger Co
Recent Activity
Increased 0.3%
1.01%
$9.106M
148,919 shares@ $61.15 avg price
EFAIshares Tr
Recent Activity
Increased 2.21%
0.98%
$8.874M
117,369 shares@ $75.61 avg price
SPGIS&p Global Inc
Recent Activity
Increased 0.52%
0.96%
$8.692M
17,452 shares@ $498.03 avg price
JKHYHenry Jack & Assoc Inc
Recent Activity
Increased 1.68%
0.93%
$8.368M
47,734 shares@ $175.3 avg price
AMTAmerican Tower Corp New
Recent Activity
Increased 0.85%
0.88%
$7.948M
43,332 shares@ $183.42 avg price
MMSMaximus Inc
Recent Activity
Increased 1.75%
0.75%
$6.755M
90,495 shares@ $74.66 avg price
GNTXGentex Corp
Recent Activity
Increased 0.03%
0.68%
$6.097M
212,230 shares@ $28.73 avg price