WFI
West Family Investments Portfolio holdings
AUM
$383M
1-Year Est. Return
26.07%
1 Year Est. Return
+26.07%
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 | |
|---|---|---|---|---|---|---|
51
Motorola Solutions
MSI
$74.1B
| $1.42M | 0.37% |
3,375
+1,844
|
|
||
52
HSBC
HSBC
$227B
| $1.39M | 0.36% |
22,850
+11,110
|
|
||
53
AT&T
T
$188B
| $1.37M | 0.36% |
47,328
+9,367
|
|
||
54
Linde
LIN
$211B
| $1.36M | 0.36% |
2,908
+893
|
|
||
55
Amphenol
APH
$153B
| $1.35M | 0.35% |
13,719
+3,092
|
|
||
56
Gilead Sciences
GILD
$152B
| $1.35M | 0.35% |
12,197
+2,558
|
|
||
57
Bank of America
BAC
$376B
| $1.35M | 0.35% |
28,437
+9,411
|
|
||
58
Chevron
CVX
$308B
| $1.34M | 0.35% |
9,374
+4,722
|
|
||
59
Wells Fargo
WFC
$262B
| $1.34M | 0.35% |
16,721
+6,390
|
|
||
60
AstraZeneca
AZN
$263B
| $1.34M | 0.35% |
19,119
+5,051
|
|
||
61
UnitedHealth
UNH
$323B
| $1.33M | 0.35% |
4,269
+445
|
|
||
62
Dr. Reddy's Laboratories
RDY
$12B
| $1.33M | 0.35% |
88,565
+23,966
|
|
||
63
Home Depot
HD
$390B
| $1.33M | 0.35% |
3,630
+1,438
|
|
||
64
Palantir
PLTR
$423B
| $1.32M | 0.34% |
9,672
+3,827
|
|
||
65
Abbott
ABT
$224B
| $1.29M | 0.34% |
9,494
+3,700
|
|
||
66
Marsh & McLennan
MMC
$92.9B
| $1.28M | 0.33% |
5,858
+980
|
|
||
67
Alibaba
BABA
$387B
| $1.17M | 0.31% |
10,304
+3,645
|
|
||
68
Southern Company
SO
$108B
| $1.14M | 0.3% |
12,440
+2,187
|
|
||
69
Cencora
COR
$63B
| $1.13M | 0.29% |
3,758
+630
|
|
||
70
AutoZone
AZO
$67.2B
| $1.08M | 0.28% |
292
+201
|
|
||
71
Micron Technology
MU
$227B
| $1.06M | 0.28% |
8,596
+5,732
|
|
||
72
Salesforce
CRM
$231B
| $1.06M | 0.28% |
3,876
+1,060
|
|
||
73
Vertex Pharmaceuticals
VRTX
$107B
| $1.05M | 0.27% |
2,363
+1,015
|
|
||
74
RTX Corp
RTX
$211B
| $1.05M | 0.27% |
7,199
+2,037
|
|
||
75
Consolidated Edison
ED
$36.5B
| $1.04M | 0.27% |
10,377
+1,132
|
|