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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
CHEChemed Corp New
Recent Activity
Decreased -33.85%
0.12%
$1.051M
1,983 shares@ $529.8 avg price
DEODiageo Plc
Recent Activity
Decreased -16.7%
0.12%
$1.023M
8,050 shares@ $127.14 avg price
BDXBecton Dickinson & Co
Recent Activity
Decreased -1.03%
0.1%
$866,643
3,820 shares@ $226.87 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -39.55%
0.09%
$788,964
1,560 shares@ $505.75 avg price
AMPAmeriprise Finl Inc
Recent Activity
Decreased -0.49%
0.09%
$750,194
1,409 shares@ $532.44 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -11.57%
0.08%
$708,696
7,124 shares@ $99.49 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Decreased -0.67%
0.08%
$707,306
5,141 shares@ $137.59 avg price
AMGNAmgen Inc
Recent Activity
Decreased -2.15%
0.08%
$697,855
2,677 shares@ $260.69 avg price
DISDisney Walt Co
Recent Activity
Decreased -7.55%
0.08%
$689,368
6,191 shares@ $111.36 avg price
MUSAMurphy Usa Inc
Recent Activity
Decreased -8.83%
0.08%
$673,493
1,342 shares@ $501.86 avg price