WFI
West Family Investments Portfolio holdings
AUM
$383M
This Quarter Return
+8.56%
1 Year Return
+26.07%
3 Year Return
+62.16%
5 Year Return
+133.6%
10 Year Return
+115.07%
AUM
$425M
AUM Growth
+$425M
(+9.6%)
Cap. Flow
+$15M
Cap. Flow
% of AUM
3.53%
Top 10 Holdings %
Top 10 Hldgs %
64.18%
Holding
105
New
13
Increased
13
Reduced
10
Closed
5
Top Buys
| 1 |
LVLT
Level 3 Communications Inc
LVLT
|
$8.95M |
| 2 |
CYS
CYS Investments Inc.
CYS
|
$4.9M |
| 3 |
CIM
Chimera Investment
CIM
|
$3.09M |
| 4 |
MFA
MFA Financial
MFA
|
$1.87M |
| 5 |
B
Barrick Mining Corporation
B
|
$1.18M |
Top Sells
| 1 |
Zimmer Biomet
ZBH
|
$3.03M |
| 2 |
TotalEnergies
TTE
|
$1.98M |
| 3 |
Stryker
SYK
|
$1.5M |
| 4 |
Vodafone
VOD
|
$1.41M |
| 5 |
KFN
KKR FINANCIAL HOLDINGS LLC COM
KFN
|
$1.06M |
Sector Composition
| 1 | Real Estate | 29.52% |
| 2 | Industrials | 25.92% |
| 3 | Energy | 12.9% |
| 4 | Healthcare | 10.6% |
| 5 | Financials | 9.76% |
