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
$453M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.71M
3
+$2.3M
4
GM icon
General Motors
GM
+$1.89M
5
KGC icon
Kinross Gold
KGC
+$1.46M

Top Sells

1
+$4.07M
2
+$2.94M
3
+$1.99M
4
GS icon
Goldman Sachs
GS
+$1.64M
5
YPF icon
YPF
YPF
+$1.47M

Sector Composition

1 Real Estate 28.64%
2 Industrials 28.06%
3 Energy 11.96%
4 Healthcare 10.21%
5 Financials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.4M 0.74%
307,624
27
$3M 0.66%
87,178
+54,998
28
$2.93M 0.64%
60,000
29
$2.71M 0.59%
+113,347
30
$2.71M 0.59%
88,796
-40,158
31
$2.69M 0.59%
120,000
32
$2.65M 0.58%
121,462
33
$2.64M 0.58%
111,753
-26,843
34
$2.56M 0.56%
27,913
35
$2.35M 0.51%
98,140
36
$2.3M 0.5%
+98,000
37
$2.27M 0.5%
23,240
38
$2.26M 0.49%
131,980
39
$2.17M 0.48%
7,981
40
$2.02M 0.44%
26,963
41
$1.82M 0.4%
38,000
42
$1.8M 0.39%
69,547
43
$1.72M 0.38%
24,600
44
$1.7M 0.37%
41,600
45
$1.55M 0.34%
50,000
46
$1.46M 0.32%
+353,352
47
$1.46M 0.32%
105,600
48
$1.29M 0.28%
93,520
49
$1.25M 0.27%
95,000
50
$1.17M 0.26%
93,750
-19,584
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