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
$425M
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$8.95M
2 +$4.9M
3 +$3.09M
4
MFA
MFA Financial
MFA
+$1.87M
5
B
Barrick Mining
B
+$1.18M

Top Sells

1 +$3.03M
2 +$1.98M
3 +$1.5M
4
VOD icon
Vodafone
VOD
+$1.41M
5
KFN
KKR FINANCIAL HOLDINGS LLC COM
KFN
+$1.06M

Sector Composition

1 Real Estate 29.52%
2 Industrials 25.92%
3 Energy 12.9%
4 Healthcare 10.6%
5 Financials 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
0
102
-55,000
103
0
104
-102,541