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
$334M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$1.53M
3
+$484K
4
HUM icon
Humana
HUM
+$435K
5
JNJ icon
Johnson & Johnson
JNJ
+$313K

Top Sells

1
+$3.87M
2
+$409K
3
+$392K
4
INTC icon
Intel
INTC
+$351K
5
HDB icon
HDFC Bank
HDB
+$350K

Sector Composition

1 Technology 15.17%
2 Healthcare 11.67%
3 Materials 11.53%
4 Energy 10.38%
5 Financials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.73M 1.12%
8,466
-11
27
$3.52M 1.06%
72,530
28
$3.32M 1%
19,101
-75
29
$2.89M 0.87%
20,260
-1,895
30
$2.84M 0.85%
5,625
+126
31
$2.53M 0.76%
58,153
+1,169
32
$2.44M 0.73%
20,861
-4
33
$2.43M 0.73%
3,475
34
$2.29M 0.69%
43,683
35
$2.12M 0.63%
5,200
-46
36
$2.02M 0.61%
16,314
-98
37
$1.92M 0.57%
35,500
38
$1.89M 0.57%
9,326
39
$1.85M 0.56%
27,344
+140
40
$1.73M 0.52%
10,760
+430
41
$1.68M 0.5%
10,157
-63
42
$1.62M 0.49%
56,292
-329
43
$1.59M 0.48%
1,867
44
$1.56M 0.47%
9,437
-112
45
$1.55M 0.46%
7,266
-45
46
$1.48M 0.44%
7,470
+486
47
$1.46M 0.44%
37,748
+674
48
$1.45M 0.44%
34,500
49
$1.45M 0.43%
7,463
50
$1.39M 0.42%
19,281
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