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WestEnd Advisors, LLC - Portfolio Stock Holdings

WestEnd Advisors, LLC disclosed 397 stock positions in a recent SEC 13F filing. $4,117,488,918 of stock holdings were filed, with the largest holdings including XLK, XLF, and XLC. This filing represented positions held on March 31, 2026, and was filed on April 22, 2026.

We estimate the fund has a total AUM of $1,868,015,699 and has 29 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.

Report Period:

March 31, 2026

No. of Stocks:

397

Est. Stock Holding Value:

$4,117,488,918

Top Stock Holdings By Sector

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Portfolio Stock Holdings - WestEnd Advisors, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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