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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
INGRIngredion Inc
Recent Activity
Increased 1.95%
0.52%
$4.676M
33,994 shares@ $137.57 avg price
ENSGEnsign Group Inc
Recent Activity
Increased 2.24%
0.5%
$4.537M
34,146 shares@ $132.87 avg price
EHCEncompass Health Corp
Recent Activity
Increased 1.93%
0.5%
$4.487M
48,588 shares@ $92.36 avg price
HAEHaemonetics Corp Mass
Recent Activity
Increased 0.07%
0.41%
$3.686M
47,212 shares@ $78.09 avg price
ATRAptargroup Inc
Recent Activity
Increased 1.5%
0.38%
$3.423M
21,787 shares@ $157.1 avg price
COCOVita Coco Co Inc
Recent Activity
Increased 1.23%
0.38%
$3.39M
91,841 shares@ $36.91 avg price
VTIVanguard Index Fds
Recent Activity
Increased 3.8%
0.37%
$3.345M
11,542 shares@ $289.82 avg price
QLYSQualys Inc
Recent Activity
Increased 0.63%
0.37%
$3.27M
23,323 shares@ $140.22 avg price
IVEIshares Tr
Recent Activity
Increased 0.33%
0.35%
$3.137M
16,432 shares@ $190.88 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 1.37%
0.22%
$1.966M
8,119 shares@ $242.13 avg price