WFI
West Family Investments Portfolio holdings
AUM
$445M
1-Year Est. Return
29.33%
1 Year Est. Return
+29.33%
AUM
$383M
AUM Growth
+$118M
(+44%)
Holding
379
Top Buys
| 1 | +$11M | |
| 2 | +$5.38M | |
| 3 | +$4.5M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$3.95M |
| 5 |
Amazon
AMZN
|
+$3.03M |
Top Sells
| 1 | +$2.21M | |
| 2 | +$540K | |
| 3 | +$424K | |
| 4 |
LyondellBasell Industries
LYB
|
+$256K |
| 5 |
Carrier Global
CARR
|
+$222K |
Sector Composition
| 1 | Technology | 26.96% |
| 2 | Financials | 12.88% |
| 3 | Healthcare | 8.52% |
| 4 | Communication Services | 8.15% |
| 5 | Consumer Discretionary | 7.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Chunghwa Telecom
CHT
$33.1B
| $2.23M | 0.58% |
47,872
-141
|
|
||
27
SAP
SAP
$294B
| $2.1M | 0.55% |
6,893
+4,859
|
|
||
28
Johnson & Johnson
JNJ
$471B
| $1.98M | 0.52% |
12,934
+1,131
|
|
||
29
HDFC Bank
HDB
$187B
| $1.95M | 0.51% |
50,988
+17,810
|
|
||
30
Republic Services
RSG
$63.3B
| $1.95M | 0.51% |
7,902
+3,474
|
|
||
31
McDonald's
MCD
$218B
| $1.86M | 0.48% |
6,359
+1,473
|
|
||
32
AbbVie
ABBV
$413B
| $1.85M | 0.48% |
9,960
+2,862
|
|
||
33
ICICI Bank
IBN
$109B
| $1.81M | 0.47% |
53,802
+6,400
|
|
||
34
Waste Management
WM
$82B
| $1.81M | 0.47% |
7,897
+859
|
|
||
35
Coca-Cola
KO
$309B
| $1.77M | 0.46% |
24,983
+6,488
|
|
||
36
Shell
SHEL
$220B
| $1.72M | 0.45% |
24,418
+5,045
|
|
||
37
Wipro
WIT
$27.9B
| $1.61M | 0.42% |
533,167
+144,972
|
|
||
38
Merck
MRK
$228B
| $1.57M | 0.41% |
19,796
+3,111
|
|
||
39
Verizon
VZ
$172B
| $1.57M | 0.41% |
36,172
+7,620
|
|
||
40
ASML
ASML
$402B
| $1.55M | 0.41% |
1,939
+642
|
|
||
41
Novartis
NVS
$253B
| $1.54M | 0.4% |
12,766
+2,757
|
|
||
42
IBM
IBM
$296B
| $1.53M | 0.4% |
5,183
+1,455
|
|
||
43
Oracle
ORCL
$648B
| $1.5M | 0.39% |
6,847
+1,423
|
|
||
44
Philip Morris
PM
$244B
| $1.49M | 0.39% |
8,154
+2,613
|
|
||
45
Novo Nordisk
NVO
$221B
| $1.47M | 0.38% |
21,362
+5,491
|
|
||
46
T-Mobile US
TMUS
$240B
| $1.47M | 0.38% |
6,163
+794
|
|
||
47
Kroger
KR
$43.3B
| $1.45M | 0.38% |
20,193
+1,629
|
|
||
48
United Microelectronic
UMC
$18.2B
| $1.44M | 0.37% |
187,696
+50,925
|
|
||
49
McKesson
MCK
$104B
| $1.43M | 0.37% |
1,945
+518
|
|
||
50
Infosys
INFY
$70.8B
| $1.42M | 0.37% |
76,813
+17,475
|
|