We are live on
!
Find out more
WFI
West Family Investments Portfolio holdings
AUM
$285M
1-Year Est. Return
30.42%
This Fund
S&P 500
This Quarter
Est. Return
-2.66%
1 Year Est. Return
+30.42%
3 Year Est. Return
+76.38%
5 Year Est. Return
+78.8%
10 Year Est. Return
+185.62%
AUM
$378M
AUM Growth
–
Cap. Flow
+$381M
Cap. Flow
% of AUM
101.03%
Top 10 Holdings %
Top 10 Hldgs %
57.89%
Holding
105
New
104
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
LVLT
Level 3 Communications Inc
LVLT
|
+$56.6M |
| 2 |
CIM
Chimera Investment
CIM
|
+$47.2M |
| 3 |
Brookdale Senior Living
BKD
|
+$21.9M |
| 4 |
Enterprise Products Partners
EPD
|
+$20.6M |
| 5 |
Annaly Capital Management
NLY
|
+$19.6M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Real Estate | 29.83% |
| 2 | Industrials | 18.44% |
| 3 | Energy | 13.72% |
| 4 | Healthcare | 12.09% |
| 5 | Financials | 10.24% |
Similar funds
VPF
WW
ONPI
SIIL
HMP
4WM
A
VU
West Family Investments's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for West Family Investments, which disclosed 105 positions worth $378M. Its ten largest holdings account for 58% of the portfolio.
Its largest position is Level 3 Communications Inc: 2,655,006 shares worth $56M.
By sector, the portfolio is most concentrated in Real Estate at 30% of assets, followed by Industrials and Energy.
- West Family Investments's largest Q2 2013 buy was Level 3 Communications Inc: 2,655,006 shares worth $56M.
- West Family Investments's ten largest holdings make up 58% of its $378M portfolio in Q2 2013.
- West Family Investments disclosed 105 positions in Q2 2013, its first 13F filing on record.
Based on West Family Investments's 13F filing for Q2 2013, filed 13 Aug 2013.