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
$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
151
$439K 0.12%
+6,210
152
$439K 0.12%
+2,062
153
$434K 0.12%
+4,736
154
$432K 0.12%
+1,820
155
$432K 0.12%
+3,228
156
$422K 0.11%
+1,231
157
$414K 0.11%
+4,936
158
$411K 0.11%
+18,956
159
$410K 0.11%
+2,880
160
$410K 0.11%
+568
161
$410K 0.11%
+1,863
162
$408K 0.11%
+4,785
163
$407K 0.11%
+5,062
164
$407K 0.11%
+2,122
165
$407K 0.11%
+7,094
166
$406K 0.11%
+13,384
167
$405K 0.11%
+7,629
168
$401K 0.11%
+4,278
169
$399K 0.11%
+1,031
170
$397K 0.11%
+5,455
171
$396K 0.11%
+1,626
172
$392K 0.11%
+4,439
173
$391K 0.11%
+3,704
174
$389K 0.11%
+1,787
175
$387K 0.1%
+6,404
5 6
7
8 9