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Woodley Farra Manion Portfolio Management

Woodley Farra Manion Portfolio Management is an investment advisor in Indianapolis with $1.26B assets under management.

Company profile

Employees
Location
Fiscal year end
SEC CIK
IRS number
351964649
SEC advisor number
801-50387
FINRA CRD number
107660
AUM ?
$1.26B (as of 22 Mar 21)
Accounts
1,127 (as of 22 Mar 21)
Employees
11 (7 investment advisory or research)
Address
Woodley Farra Manion Portfolio Management
8555 N. RIVER ROAD
SUITE 400
INDIANAPOLIS
IN 46240
Phone
317-269-0226

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 94 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$60.55M 214.79K 232.71K -7.7
$57.18M 178.72K 196.52K -9.1
$55.33M 372.19K 404.13K -7.9
$53.22M 174.8K 190.18K -8.1
$51.66M 530.84K 577.54K -8.1
$49.52M 213.14K 229.84K -7.3
$45.57M 227.96K 242.61K -6.0
$45.26M 137.88K 149.78K -8.0
$44.56M 209.93K 225.59K -6.9
$43.96M 112.49K 119.79K -6.1
$43.56M 401.46K 426.85K -6.0
$42.25M 243.54K 261.31K -6.8
$41M 155.47K 165.81K -6.2
$40.78M 369.65K 392.91K -5.9
$40.13M 258.06K 322.88K -20.1
$38.05M 253K 269.64K -6.2
$37M 322.26K 342.33K -5.9
$35.27M 630.63K 672.23K -6.2
$32.77M 362.55K 385.35K -5.9
$31.98M 198K 210.45K -5.9
$28.38M 129.4K 137.38K -5.8
$25.12M 272.76K 297.34K -8.3
$22.57M 281.23K 295.83K -4.9
$20.13M 198.39K 212.18K -6.5
$20.06M 41.36K 43.8K -5.6
$19.8M 333.38K 352.47K -5.4
$18.83M 230.28K 232.8K -1.1
$17.92M 109.47K 114.67K -4.5
$14.35M 62.13K 62.43K -0.5
$6.32M 116.09K 125.35K -7.4
$6.18M 71.83K 79.74K -9.9
$6.06M 53.84K 59.79K -10.0
$5.64M 29.33K 31.14K -5.8
$5.61M 105.27K 114.36K -7.9
$5.5M 6.56K 7.11K -7.8
$5.48M 26.51K 27.65K -4.1
$5.4M 34.73K 36.92K -5.9
$4.96M 33.23K 35.79K -7.1
$4.81M 88.99K 99.03K -10.1
$4.59M 87.44K 91.86K -4.8
$4.16M 96.78K 105.18K -8.0
$4.16M 55.02K 58.37K -5.7
$4.16M 33.16K 37.4K -11.4
$4.14M 48.74K 51.51K -5.4
$4.05M 28.63K 28.81K -0.6
$4.01M 18.84K 19.85K -5.1
$3.79M 42.95K 51.72K -17.0
$3.71M 221.76K 236.26K -6.1
$3.65M 80.19K 95.5K -16.0
$3.6M 49.54K 51.54K -3.9
Holdings list only includes long positions. Only includes long positions.

Calendar

9 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings