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
$358M
AUM Growth
+$92.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$86.9M
2
+$11.3M
3
+$6.87M
4
MSFT icon
Microsoft
MSFT
+$5.81M
5
AMZN icon
Amazon
AMZN
+$4.55M

Top Sells

1
+$20.7M
2
+$18M
3
+$16.6M
4
B
Barrick Mining
B
+$12M
5
LUMN icon
Lumen
LUMN
+$11.5M

Sector Composition

1 Materials 35.62%
2 Technology 12.81%
3 Healthcare 9.22%
4 Financials 7.79%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$219K 0.06%
+1,193
302
$218K 0.06%
+3,111
303
$217K 0.06%
+2,188
304
$215K 0.06%
+1,250
305
$215K 0.06%
+6,950
306
$214K 0.06%
+2,368
307
$214K 0.06%
+4,542
308
$213K 0.06%
+12,452
309
$212K 0.06%
+1,373
310
$211K 0.06%
+6,989
311
$211K 0.06%
+4,115
312
$210K 0.06%
+3,682
313
$209K 0.06%
+3,078
314
$208K 0.06%
+4,281
315
$208K 0.06%
+7,588
316
$207K 0.06%
+1,529
317
$206K 0.06%
+1,361
318
$205K 0.06%
+4,042
319
$204K 0.06%
+3,489
320
$204K 0.06%
+1,204
321
$203K 0.06%
+2,961
322
$200K 0.05%
+797
323
$200K 0.05%
+965
324
$184K 0.05%
+36,242
325
$182K 0.05%
+26,405
11 12
13
14 15