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
$334M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$1.53M
3
+$484K
4
HUM icon
Humana
HUM
+$435K
5
JNJ icon
Johnson & Johnson
JNJ
+$313K

Top Sells

1
+$3.87M
2
+$409K
3
+$392K
4
INTC icon
Intel
INTC
+$351K
5
HDB icon
HDFC Bank
HDB
+$350K

Sector Composition

1 Technology 15.17%
2 Healthcare 11.67%
3 Materials 11.53%
4 Energy 10.38%
5 Financials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$213K 0.06%
2,344
227
$213K 0.06%
+1,554
228
$212K 0.06%
3,241
-1,849
229
$212K 0.06%
+5,815
230
$209K 0.06%
2,434
231
$208K 0.06%
+1,508
232
$207K 0.06%
+3,957
233
$206K 0.06%
5,193
+10
234
$206K 0.06%
+4,013
235
$205K 0.06%
+2,081
236
$204K 0.06%
1,484
237
$203K 0.06%
5,213
238
$201K 0.06%
4,140
-164
239
$190K 0.06%
+13,888
240
$188K 0.06%
16,825
-5,001
241
$132K 0.04%
28,499
242
$122K 0.04%
21,043
243
$105K 0.03%
59,830
-1
244
$102K 0.03%
14,396
245
$95.8K 0.03%
12,848
246
$95.4K 0.03%
16,276
247
$79.6K 0.02%
43,262
248
$61.2K 0.02%
+27,301
249
$58.1K 0.02%
21,281
250
$56.5K 0.02%
20,411
8 9
10
11 12