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
$474M
AUM Growth
-$5.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.1M
3
+$1.76M
4
MVC
MVC Capital, Inc.
MVC
+$1.75M
5
SUNS
SLR Senior Investment Corp. Common Stock
SUNS
+$1.32M

Top Sells

1
+$6.13M
2
+$2.58M
3
+$698K
4
AWH
Allied World Assurance Co Hld Lt
AWH
+$553K
5
FSLR icon
First Solar
FSLR
+$495K

Sector Composition

1 Industrials 30.85%
2 Real Estate 27.56%
3 Energy 13.27%
4 Financials 8.33%
5 Healthcare 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
0
102
– –
0
103
– –
0
1 2 3 4
5