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
$334M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$1.53M
3
+$484K
4
HUM icon
Humana
HUM
+$435K
5
JNJ icon
Johnson & Johnson
JNJ
+$313K

Top Sells

1
+$3.87M
2
+$409K
3
+$392K
4
INTC icon
Intel
INTC
+$351K
5
HDB icon
HDFC Bank
HDB
+$350K

Sector Composition

1 Technology 15.17%
2 Healthcare 11.67%
3 Materials 11.53%
4 Energy 10.38%
5 Financials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$448K 0.13%
16,005
+181
127
$440K 0.13%
2,060
+17
128
$439K 0.13%
2,258
+24
129
$439K 0.13%
295
130
$435K 0.13%
+1,164
131
$433K 0.13%
16,253
132
$427K 0.13%
1,255
133
$423K 0.13%
14,799
134
$416K 0.12%
1,619
-439
135
$408K 0.12%
3,967
136
$408K 0.12%
23,995
137
$406K 0.12%
6,394
138
$405K 0.12%
1,226
+123
139
$395K 0.12%
1,347
-43
140
$390K 0.12%
2,936
-67
141
$382K 0.11%
11,929
142
$381K 0.11%
19,925
+2,941
143
$377K 0.11%
2,172
-17
144
$372K 0.11%
1,644
145
$371K 0.11%
6,429
-330
146
$368K 0.11%
619
147
$368K 0.11%
3,213
-43
148
$361K 0.11%
1,443
+206
149
$359K 0.11%
8,448
150
$359K 0.11%
1,791
+54
4 5
6
7 8