WFI

West Family Investments Portfolio holdings

AUM $383M
1-Year Est. Return 26.07%
This Quarter Est. Return
1 Year Est. Return
+26.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$334M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$1.53M
3
+$484K
4
HUM icon
Humana
HUM
+$435K
5
JNJ icon
Johnson & Johnson
JNJ
+$313K

Top Sells

1
+$3.87M
2
+$409K
3
+$392K
4
INTC icon
Intel
INTC
+$351K
5
HDB icon
HDFC Bank
HDB
+$350K

Sector Composition

1 Technology 15.17%
2 Healthcare 11.67%
3 Materials 11.53%
4 Energy 10.38%
5 Financials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.34M 0.4%
438,094
+30,722
52
$1.3M 0.39%
22,006
-1,639
53
$1.26M 0.38%
4,786
+204
54
$1.25M 0.38%
8,585
+2,142
55
$1.25M 0.37%
1,185
+2
56
$1.19M 0.36%
4,680
-101
57
$1.19M 0.36%
2,538
58
$1.19M 0.36%
5,896
59
$1.16M 0.35%
132,367
-1,086
60
$1.15M 0.35%
1,125
+5
61
$1.14M 0.34%
23,944
-4,208
62
$1.13M 0.34%
2,919
+23
63
$1.12M 0.34%
6,519
-26
64
$1.08M 0.32%
1,604
65
$1.08M 0.32%
1,847
+254
66
$1.06M 0.32%
25,744
-411
67
$1.04M 0.31%
13,277
+116
68
$991K 0.3%
4,702
+88
69
$963K 0.29%
63,195
+5,390
70
$954K 0.29%
51,209
+1,343
71
$939K 0.28%
18,816
72
$896K 0.27%
5,085
+1,551
73
$832K 0.25%
7,812
-57
74
$831K 0.25%
9,295
-199
75
$820K 0.25%
1,454
+17
1 2
3
4 5