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
$453M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.71M
3
+$2.3M
4
GM icon
General Motors
GM
+$1.89M
5
KGC icon
Kinross Gold
KGC
+$1.46M

Top Sells

1
+$4.07M
2
+$2.94M
3
+$1.99M
4
GS icon
Goldman Sachs
GS
+$1.64M
5
YPF icon
YPF
YPF
+$1.47M

Sector Composition

1 Real Estate 28.64%
2 Industrials 28.06%
3 Energy 11.96%
4 Healthcare 10.21%
5 Financials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.13M 0.25%
22,000
52
$1.11M 0.24%
15,408
53
$1.1M 0.24%
40,000
54
$1.08M 0.24%
50,100
55
$1.06M 0.23%
+82,100
56
$1.06M 0.23%
18,000
57
$1M 0.22%
6,083
58
$896K 0.2%
40,719
59
$892K 0.2%
13,600
-14,100
60
$847K 0.19%
22,000
61
$753K 0.16%
+150,000
62
$720K 0.16%
27,000
63
$698K 0.15%
10,000
-10,000
64
$691K 0.15%
20,000
65
$668K 0.15%
49,796
66
$643K 0.14%
+22,350
67
$613K 0.13%
21,174
68
$571K 0.13%
36,791
69
$530K 0.12%
23,600
70
$507K 0.11%
7,200
71
$488K 0.11%
37,251
72
$467K 0.1%
37,500
73
$431K 0.09%
+50,000
74
$380K 0.08%
22,478
75
$376K 0.08%
61,162
1 2
3
4 5