WFI

West Family Investments Portfolio holdings

AUM $445M
1-Year Est. Return 29.33%
This Quarter Est. Return
1 Year Est. Return
+29.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$235M
AUM Growth
-$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$5.85M
2
+$1.34M
3
+$1.27M
4
BAC icon
Bank of America
BAC
+$663K
5
HD icon
Home Depot
HD
+$632K

Top Sells

1
+$4.78M
2
+$1.22M
3
+$1.08M
4
NVDA icon
NVIDIA
NVDA
+$599K
5
CL icon
Colgate-Palmolive
CL
+$578K

Sector Composition

1 Materials 22.42%
2 Healthcare 14.75%
3 Energy 12.63%
4 Technology 12.11%
5 Financials 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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