WFI
West Family Investments Portfolio holdings
AUM
$383M
This Quarter Return
-2.61%
1 Year Return
+26.07%
3 Year Return
+62.16%
5 Year Return
+133.6%
10 Year Return
+115.07%
AUM
$371M
AUM Growth
–
Cap. Flow
+$364M
Cap. Flow
% of AUM
98.16%
Top 10 Holdings %
Top 10 Hldgs %
58.93%
Holding
94
New
86
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
LVLT
Level 3 Communications Inc
LVLT
|
$56M |
| 2 |
CIM
Chimera Investment
CIM
|
$44.8M |
| 3 |
Enterprise Products Partners
EPD
|
$21.1M |
| 4 |
Brookdale Senior Living
BKD
|
$21M |
| 5 |
Annaly Capital Management
NLY
|
$16.9M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Real Estate | 30.36% |
| 2 | Industrials | 18.77% |
| 3 | Energy | 13.96% |
| 4 | Healthcare | 12.31% |
| 5 | Financials | 10.42% |
