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
176
$301K 0.09%
6,140
177
$297K 0.09%
2,865
-45
178
$296K 0.09%
4,078
179
$296K 0.09%
1,504
-81
180
$295K 0.09%
1,982
181
$295K 0.09%
4,479
182
$295K 0.09%
449
-10
183
$294K 0.09%
388
184
$292K 0.09%
+4,128
185
$292K 0.09%
20,143
186
$284K 0.09%
675
187
$279K 0.08%
26,192
188
$277K 0.08%
613
+123
189
$277K 0.08%
27,577
+351
190
$276K 0.08%
7,926
191
$268K 0.08%
1,320
-67
192
$265K 0.08%
5,568
193
$263K 0.08%
1,480
+188
194
$262K 0.08%
1,133
-2
195
$257K 0.08%
+65
196
$256K 0.08%
4,665
-325
197
$256K 0.08%
33,745
198
$253K 0.08%
+1,110
199
$253K 0.08%
5,380
200
$252K 0.08%
2,593
+27
6 7
8
9 10