WFI
West Family Investments Portfolio holdings
AUM
$383M
This Quarter Return
+4.71%
1 Year Return
+26.07%
3 Year Return
+62.16%
5 Year Return
+133.6%
10 Year Return
+115.07%
AUM
$388M
AUM Growth
+$388M
(+4.6%)
Cap. Flow
+$2.8M
Cap. Flow
% of AUM
0.72%
Top 10 Holdings %
Top 10 Hldgs %
60.42%
Holding
96
New
–
Increased
9
Reduced
3
Closed
8
Top Buys
| 1 |
CYS
CYS Investments Inc.
CYS
|
$1.8M |
| 2 |
MFA
MFA Financial
MFA
|
$1.37M |
| 3 |
TWO
Two Harbors Investment
TWO
|
$1.27M |
| 4 |
RC
Ready Capital
RC
|
$1.24M |
| 5 |
ARI
Apollo Commercial Real Estate
ARI
|
$1.17M |
Top Sells
Sector Composition
| 1 | Real Estate | 29.76% |
| 2 | Industrials | 21.74% |
| 3 | Energy | 13.54% |
| 4 | Healthcare | 12.04% |
| 5 | Financials | 10.1% |
