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
$352M
AUM Growth
-$4.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$4.25M
3
+$2.57M
4
CRSP icon
CRISPR Therapeutics
CRSP
+$2.23M
5
ILMN icon
Illumina
ILMN
+$2.15M

Top Sells

1
+$21.5M
2
+$10.7M
3
+$10.6M
4
VT icon
Vanguard Total World Stock ETF
VT
+$1.55M
5
NFLX icon
Netflix
NFLX
+$1.06M

Sector Composition

1 Materials 31.75%
2 Technology 12.76%
3 Healthcare 10.22%
4 Energy 9.04%
5 Financials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-14,423
352
– –
-2,683
353
– –
-2,094
354
– –
-1,095
355
– –
-20,242
356
– –
-43,865
11 12 13 14
15