WFI

West Family Investments Portfolio holdings

AUM $383M
1-Year Est. Return 26.07%
This Quarter Est. Return
1 Year Est. Return
+26.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$358M
AUM Growth
+$92.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$86.9M
2
+$11.3M
3
+$6.87M
4
MSFT icon
Microsoft
MSFT
+$5.81M
5
AMZN icon
Amazon
AMZN
+$4.55M

Top Sells

1
+$20.7M
2
+$18M
3
+$16.6M
4
B
Barrick Mining
B
+$12M
5
LUMN icon
Lumen
LUMN
+$11.5M

Sector Composition

1 Materials 35.62%
2 Technology 12.81%
3 Healthcare 9.22%
4 Financials 7.79%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.98M 0.54%
+35,356
27
$1.96M 0.53%
44,527
+3,439
28
$1.92M 0.52%
66,486
+16,216
29
$1.91M 0.52%
57,000
30
$1.89M 0.51%
+11,472
31
$1.7M 0.46%
+41,717
32
$1.65M 0.45%
+7,267
33
$1.59M 0.43%
+11,808
34
$1.55M 0.42%
+6,840
35
$1.52M 0.41%
+32,286
36
$1.48M 0.4%
+73,960
37
$1.39M 0.38%
+4,991
38
$1.38M 0.37%
+8,898
39
$1.38M 0.37%
+33,006
40
$1.29M 0.35%
+16,637
41
$1.26M 0.34%
+5,408
42
$1.24M 0.34%
+5,373
43
$1.21M 0.33%
+5,269
44
$1.2M 0.33%
+3,773
45
$1.18M 0.32%
+7,980
46
$1.1M 0.3%
+12,045
47
$1.07M 0.29%
+33,304
48
$1.07M 0.29%
+16,483
49
$1.03M 0.28%
+26,777
50
$1.02M 0.28%
+7,310
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