WFI

West Family Investments Portfolio holdings

AUM $426M
1-Year Est. Return 33.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.07%
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
+$2.27M
2
+$1.44M
3
+$507K
4
HUM icon
Humana
HUM
+$393K
5
JNJ icon
Johnson & Johnson
JNJ
+$319K

Top Sells

1
+$3.87M
2
+$409K
3
+$392K
4
INTC icon
Intel
INTC
+$351K
5
HDB icon
HDFC Bank
HDB
+$319K

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
251
$49.3K 0.01%
+1,889
252
$26.1K 0.01%
+12,734
253
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-7,547
254
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-7,944
255
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256
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257
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258
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259
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260
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261
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-1,858
262
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263
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-1,325
264
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-17,626
265
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-6,274
266
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-425
267
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268
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269
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270
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271
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272
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273
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274
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275
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-9,243
8 9 10
11
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