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WB
West Bancorporation Portfolio holdings
AUM
$234M
1-Year Est. Return
22.81%
This Fund
S&P 500
This Quarter
Est. Return
+12.36%
1 Year Est. Return
+22.81%
3 Year Est. Return
+64.42%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$127M
AUM Growth
–
Cap. Flow
+$123M
Cap. Flow
% of AUM
96.51%
Top 10 Holdings %
Top 10 Hldgs %
57.61%
Holding
315
New
315
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
AEL
American Equity Investment Life Holding Company
AEL
|
+$19.9M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
+$9.95M |
| 3 |
iShares Russell Mid-Cap ETF
IWR
|
+$9.11M |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
+$8.95M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$5.68M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 52.47% |
| 2 | Financials | 22.67% |
| 3 | Technology | 5.65% |
| 4 | Healthcare | 4.36% |
| 5 | Consumer Discretionary | 4.12% |
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West Bancorporation's Q4 2021 Portfolio in Review
As of Q4 2021, West Bancorporation held 315 positions worth $127M. Its ten largest holdings account for 58% of the portfolio.
West Bancorporation deployed $123M of net new capital in Q4 2021, opening 315 new positions. Its largest new stake was American Equity Investment Life Holding Company: 570,717 shares worth $22.2M.
By sector, the portfolio is most concentrated in Miscellaneous at 52% of assets, followed by Financials and Technology.
- West Bancorporation's largest Q4 2021 buy was American Equity Investment Life Holding Company: 570,717 shares worth $22.2M.
- West Bancorporation's ten largest holdings make up 58% of its $127M portfolio in Q4 2021.
- West Bancorporation opened 315 new positions and closed 0 in Q4 2021.
Based on West Bancorporation's 13F filing for Q4 2021, filed 8 Feb 2022.