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
201
$251K 0.08%
2,621
-348
202
$250K 0.08%
+2,480
203
$248K 0.07%
1,406
204
$247K 0.07%
3,154
-1,856
205
$247K 0.07%
662
206
$245K 0.07%
5,388
+26
207
$243K 0.07%
1,103
+1
208
$240K 0.07%
+21,016
209
$237K 0.07%
+1,396
210
$236K 0.07%
5,163
+1,241
211
$236K 0.07%
4,462
-82
212
$231K 0.07%
1,190
-2
213
$229K 0.07%
561
+18
214
$225K 0.07%
7,915
+325
215
$225K 0.07%
750
216
$225K 0.07%
249
217
$224K 0.07%
752
218
$223K 0.07%
954
+2
219
$223K 0.07%
9,072
-11
220
$221K 0.07%
22,088
-16,410
221
$220K 0.07%
1,256
222
$220K 0.07%
+2,202
223
$219K 0.07%
1,130
-55
224
$216K 0.06%
2,422
225
$214K 0.06%
1,515
7 8
9
10 11