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
$825K
AUM Growth
-$451M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$37K
2
+$2.39K
3
+$2.31K
4
MOS icon
The Mosaic Company
MOS
+$1.83K
5
ETP
Energy Transfer Partners, L.P.
ETP
+$1.68K

Top Sells

1
+$4M
2
+$2.44M
3
+$2.3M
4
C icon
Citigroup
C
+$1.48M
5
FSLR icon
First Solar
FSLR
+$1.4M

Sector Composition

1 Industrials 58.93%
2 Real Estate 14.93%
3 Financials 7.93%
4 Healthcare 4.79%
5 Energy 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.05K 0.49%
130,362
-10,000
27
$4.04K 0.49%
120,000
28
$3.82K 0.46%
214,261
-37,286
29
$3.71K 0.45%
91,406
+20,000
30
$3.51K 0.42%
116,600
31
$3.49K 0.42%
160,853
32
$3.2K 0.39%
79,149
33
$3.16K 0.38%
42,400
34
$3.1K 0.37%
213,796
-154,697
35
$3.01K 0.36%
88,796
36
$2.59K 0.31%
22,763
-5,150
37
$2.39K 0.29%
+944,725
38
$2.23K 0.27%
47,178
39
$2.19K 0.27%
18,362
40
$1.99K 0.24%
38,000
41
$1.97K 0.24%
463,352
42
$1.96K 0.24%
22,000
43
$1.93K 0.23%
16,683
44
$1.91K 0.23%
23,240
45
$1.9K 0.23%
35,200
46
$1.83K 0.22%
+85,000
47
$1.79K 0.22%
82,733
-4,900
48
$1.75K 0.21%
24,600
49
$1.68K 0.2%
+92,071
50
$1.58K 0.19%
35,000
1
2
3 4