WFI

West Family Investments Portfolio holdings

AUM $426M
1-Year Est. Return 33.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$224M
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$2.97M
3
+$2.56M
4
PDLI
PDL BioPharma, Inc.
PDLI
+$2.33M
5
LNW
Light & Wonder
LNW
+$2.14M

Top Sells

1
+$27.8M
2
+$14.9M
3
+$13.7M
4
CIM
Chimera Investment
CIM
+$8.51M
5
SYK icon
Stryker
SYK
+$8.36M

Sector Composition

1 Real Estate 17.53%
2 Financials 16.86%
3 Energy 13.33%
4 Consumer Discretionary 11.63%
5 Healthcare 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-23,240
102
– –
-30,775
1 2 3 4
5