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
$352M
AUM Growth
-$4.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$4.25M
3
+$2.57M
4
CRSP icon
CRISPR Therapeutics
CRSP
+$2.23M
5
ILMN icon
Illumina
ILMN
+$2.15M

Top Sells

1
+$21.5M
2
+$10.7M
3
+$10.6M
4
VT icon
Vanguard Total World Stock ETF
VT
+$1.55M
5
NFLX icon
Netflix
NFLX
+$1.06M

Sector Composition

1 Materials 31.75%
2 Technology 12.76%
3 Healthcare 10.22%
4 Energy 9.04%
5 Financials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.24M 0.35%
2,160
-21
52
$1.23M 0.35%
49,277
+5,570
53
$1.22M 0.35%
17,727
+718
54
$1.2M 0.34%
23,121
-125
55
$1.18M 0.33%
7,420
+27
56
$1.14M 0.32%
17,131
+552
57
$1.12M 0.32%
22,566
-11,613
58
$1.11M 0.32%
+20,242
59
$1.08M 0.31%
8,139
60
$1.08M 0.31%
3,594
+150
61
$1.06M 0.3%
2,724
62
$1.02M 0.29%
53,909
63
$1.01M 0.29%
18,132
+137
64
$942K 0.27%
14,960
65
$898K 0.26%
1,345
-100
66
$890K 0.25%
19,007
+14,348
67
$879K 0.25%
21,324
-775
68
$853K 0.24%
9,008
69
$839K 0.24%
5,309
-370
70
$829K 0.24%
5,115
+12
71
$829K 0.24%
3,187
-170
72
$824K 0.23%
4,835
73
$771K 0.22%
24,121
74
$767K 0.22%
3,542
+22
75
$759K 0.22%
121,000
+510
1 2
3
4 5