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
$224M
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$3.65M
3
+$2.56M
4
BA icon
Boeing
BA
+$2.48M
5
PDLI
PDL BioPharma, Inc.
PDLI
+$2.08M

Top Sells

1
+$28.3M
2
+$13.3M
3
+$13M
4
SYK icon
Stryker
SYK
+$8.98M
5
CIM
Chimera Investment
CIM
+$7.95M

Sector Composition

1 Real Estate 17.53%
2 Financials 16.86%
3 Energy 13.33%
4 Consumer Discretionary 11.63%
5 Healthcare 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-22,763
102
– –
-21,174
103
– –
0
1 2 3 4
5