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
$358M
AUM Growth
+$92.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$86.9M
2
+$11.3M
3
+$6.87M
4
MSFT icon
Microsoft
MSFT
+$5.81M
5
AMZN icon
Amazon
AMZN
+$4.55M

Top Sells

1
+$20.7M
2
+$18M
3
+$16.6M
4
B
Barrick Mining
B
+$12M
5
LUMN icon
Lumen
LUMN
+$11.5M

Sector Composition

1 Materials 35.62%
2 Technology 12.81%
3 Healthcare 9.22%
4 Financials 7.79%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.02M 0.28%
+1,479
52
$1.01M 0.27%
+1,804
53
$996K 0.27%
+5,664
54
$983K 0.27%
3,374
+3,301
55
$972K 0.26%
18,346
-2,070
56
$967K 0.26%
+57,462
57
$952K 0.26%
+6,563
58
$917K 0.25%
+53,643
59
$915K 0.25%
+13,295
60
$901K 0.24%
+21,864
61
$884K 0.24%
+4,085
62
$881K 0.24%
+24,565
63
$880K 0.24%
+41,519
64
$880K 0.24%
+12,010
65
$870K 0.24%
+15,257
66
$869K 0.24%
+9,104
67
$867K 0.23%
+7,877
68
$858K 0.23%
+14,332
69
$848K 0.23%
+38,998
70
$844K 0.23%
+5,469
71
$842K 0.23%
+2,801
72
$834K 0.23%
+6,893
73
$821K 0.22%
+10,688
74
$804K 0.22%
+1,373
75
$782K 0.21%
+14,810
1 2
3
4 5