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Home > Institutional Investor > Pacwest Financial Management Inc > Profile

Instuitional Investor - Pacwest Financial Management Inc

Fund Profile
Filing Period:
Fund Name: Pacwest Financial Management Inc
Portfolio Value $1,688,600,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 96,315 $76,445,000 4.52%
2.
Vanguard Scottsdale Funds
 88,253 $75,632,000 4.47%
3.
Ishares Trust
 IEF 49,368 $67,890,000 4.02%
4.
Wisdomtree Intl Hedged Di
 227,895 $60,050,000 3.55%
5.
Microsoft Corp
 MSFT 77,251 $48,004,000 2.84%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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