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
$453M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.71M
3
+$2.3M
4
GM icon
General Motors
GM
+$1.89M
5
KGC icon
Kinross Gold
KGC
+$1.46M

Top Sells

1
+$4.07M
2
+$2.94M
3
+$1.99M
4
GS icon
Goldman Sachs
GS
+$1.64M
5
YPF icon
YPF
YPF
+$1.47M

Sector Composition

1 Real Estate 28.64%
2 Industrials 28.06%
3 Energy 11.96%
4 Healthcare 10.21%
5 Financials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
0
102
– –
-10,000
103
– –
-44,500
104
– –
0
105
– –
0
106
– –
0
107
– –
0
108
– –
0
109
– –
-10,710
110
– –
0
1 2 3 4
5