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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
KRKroger Co
Recent Activity
Increased 0.3%
1.01%
$9.106M
148,919 shares@ $61.15 avg price
PSAPublic Storage Oper Co
Recent Activity
Decreased -31.03%
0.98%
$8.883M
29,665 shares@ $299.45 avg price
EFAIshares Tr
Recent Activity
Increased 2.21%
0.98%
$8.874M
117,369 shares@ $75.61 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
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
RMDResmed Inc
Recent Activity
Decreased -0.42%
0.9%
$8.082M
35,338 shares@ $228.7 avg price
ADBEAdobe Inc
Recent Activity
New Position
0.89%
$8.052M
18,108 shares@ $444.68 avg price
AMTAmerican Tower Corp New
Recent Activity
Increased 0.85%
0.88%
$7.948M
43,332 shares@ $183.42 avg price