WFI

West Family Investments Portfolio holdings

AUM $426M
1-Year Est. Return 33.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$425M
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$7.95M
2
+$5.31M
3
+$3.02M
4
MFA
MFA Financial
MFA
+$1.94M
5
B
Barrick Mining
B
+$1.18M

Top Sells

1
+$2.9M
2
+$1.92M
3
+$1.46M
4
VOD icon
Vodafone
VOD
+$1.41M
5
KFN
KKR FINANCIAL HOLDINGS LLC COM
KFN
+$1.06M

Sector Composition

1 Real Estate 29.52%
2 Industrials 25.92%
3 Energy 12.9%
4 Healthcare 10.6%
5 Financials 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.1M 0.73%
138,596
27
$3.06M 0.72%
359,490
+60,230
28
$2.99M 0.7%
60,000
29
$2.74M 0.64%
121,462
-5,000
30
$2.69M 0.63%
120,000
31
$2.52M 0.59%
27,913
-33,475
32
$2.4M 0.57%
131,980
33
$2.35M 0.55%
23,240
34
$2.21M 0.52%
7,981
35
$2.03M 0.48%
41,600
36
$1.92M 0.45%
98,140
37
$1.92M 0.45%
26,963
38
$1.84M 0.43%
38,000
39
$1.81M 0.43%
69,547
40
$1.7M 0.4%
27,700
-32,300
41
$1.61M 0.38%
113,334
42
$1.61M 0.38%
105,600
43
$1.6M 0.38%
50,000
44
$1.56M 0.37%
24,600
45
$1.51M 0.36%
85,950
+66,700
46
$1.47M 0.35%
44,500
-13,000
47
$1.31M 0.31%
32,180
-3,126
48
$1.31M 0.31%
95,000
49
$1.28M 0.3%
93,520
+33,916
50
$1.27M 0.3%
49,796
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