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
$358M
AUM Growth
+$92.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$86.9M
2
+$11.3M
3
+$6.87M
4
MSFT icon
Microsoft
MSFT
+$5.81M
5
AMZN icon
Amazon
AMZN
+$4.55M

Top Sells

1
+$20.7M
2
+$18M
3
+$16.6M
4
B
Barrick Mining
B
+$12M
5
LUMN icon
Lumen
LUMN
+$11.5M

Sector Composition

1 Materials 35.62%
2 Technology 12.81%
3 Healthcare 9.22%
4 Financials 7.79%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$519K 0.14%
+1,759
127
$511K 0.14%
+11,285
128
$509K 0.14%
+3,560
129
$506K 0.14%
+14,884
130
$499K 0.14%
+10,124
131
$499K 0.14%
+10,449
132
$494K 0.13%
+4,422
133
$479K 0.13%
+1,657
134
$476K 0.13%
+7,124
135
$475K 0.13%
+9,545
136
$474K 0.13%
+4,605
137
$472K 0.13%
+11,782
138
$468K 0.13%
+2,413
139
$465K 0.13%
+23,920
140
$462K 0.13%
+4,662
141
$461K 0.12%
+2,606
142
$458K 0.12%
+2,086
143
$457K 0.12%
+39,961
144
$456K 0.12%
+2,191
145
$454K 0.12%
+827
146
$452K 0.12%
+9,983
147
$450K 0.12%
+4,557
148
$449K 0.12%
+2,335
149
$449K 0.12%
+992
150
$444K 0.12%
+6,034
4 5
6
7 8