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
176
$383K 0.1%
+9,755
177
$379K 0.1%
+19,244
178
$378K 0.1%
+24,639
179
$377K 0.1%
+22,250
180
$376K 0.1%
+2,300
181
$375K 0.1%
+1,063
182
$375K 0.1%
+2,259
183
$374K 0.1%
+4,794
184
$372K 0.1%
+16,341
185
$369K 0.1%
+2,849
186
$368K 0.1%
+3,746
187
$365K 0.1%
+13,898
188
$363K 0.1%
+5,998
189
$363K 0.1%
+3,096
190
$361K 0.1%
+5,977
191
$361K 0.1%
5,374
-41,440
192
$360K 0.1%
+1,334
193
$359K 0.1%
+5,884
194
$357K 0.1%
+4,585
195
$356K 0.1%
+1,493
196
$356K 0.1%
+2,173
197
$356K 0.1%
+91,077
198
$354K 0.1%
+1,450
199
$353K 0.1%
+4,225
200
$350K 0.09%
15,347
-68,461
6 7
8
9 10