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
$254M
AUM Growth
-$98.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$2.48M
3
+$1.95M
4
FCX icon
Freeport-McMoran
FCX
+$1.82M
5
LESL icon
Leslie's
LESL
+$1.69M

Top Sells

1
+$9.19M
2
+$1.89M
3
+$1.72M
4
BHP icon
BHP
BHP
+$1.22M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.21M

Sector Composition

1 Materials 23.73%
2 Healthcare 15.67%
3 Technology 12.31%
4 Energy 11.16%
5 Financials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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