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
76
$775K 0.21%
+15,712
77
$774K 0.21%
+1,955
78
$754K 0.2%
+3,167
79
$752K 0.2%
+3,109
80
$745K 0.2%
18,446
81
$736K 0.2%
+18,804
82
$731K 0.2%
24,187
-221,064
83
$728K 0.2%
+186,554
84
$725K 0.2%
+10,115
85
$712K 0.19%
+6,143
86
$708K 0.19%
+7,954
87
$702K 0.19%
+4,878
88
$692K 0.19%
+12,329
89
$691K 0.19%
+4,474
90
$689K 0.19%
+2,819
91
$685K 0.19%
+14,370
92
$675K 0.18%
+10,252
93
$659K 0.18%
+3,661
94
$653K 0.18%
+4,506
95
$652K 0.18%
+4,634
96
$648K 0.18%
+8,327
97
$628K 0.17%
+3,220
98
$618K 0.17%
+6,103
99
$616K 0.17%
+27,211
100
$612K 0.17%
+112,956
2 3
4
5 6