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
$537M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Sells

1 +$9.13M
2 +$5.05M
3 +$2.45M
4
C icon
Citigroup
C
+$2.36M
5
SYK icon
Stryker
SYK
+$1.2M

Sector Composition

1 Real Estate 30.09%
2 Industrials 28.13%
3 Financials 14.1%
4 Energy 7.41%
5 Healthcare 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-16,000
102
0
103
0
104
0
105
-5,093