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
$498M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$2.63M
3
+$2.57M
4
NEM icon
Newmont
NEM
+$1.79M
5
SYNA icon
Synaptics
SYNA
+$1.73M

Top Sells

1
+$2.19M
2
+$1.26M
3
+$1.12M
4
LVLT
Level 3 Communications Inc
LVLT
+$1.06M
5
MXWL
Maxwell Technologies Inc
MXWL
+$410K

Sector Composition

1 Industrials 31.25%
2 Real Estate 27.32%
3 Energy 10.52%
4 Financials 9.09%
5 Healthcare 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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102
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-11,150
103
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-500
104
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-5,700
105
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0
106
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0
107
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0
108
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-2,500
109
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0
110
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0
111
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-6,000
112
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-10,000
113
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-108,800
1 2 3 4
5