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
$287M
AUM Growth
-$6.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$841K
3
+$416K
4
PLTR icon
Palantir
PLTR
+$376K
5
T icon
AT&T
T
+$357K

Top Sells

1
+$469K
2
+$428K
3
+$402K
4
MSFT icon
Microsoft
MSFT
+$364K
5
NKE icon
Nike
NKE
+$342K

Sector Composition

1 Technology 22.68%
2 Financials 10.32%
3 Healthcare 9.68%
4 Communication Services 6.71%
5 Consumer Discretionary 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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