Portfolio (Quarterly)
Guide ↗
West Family Investments, Inc.
· CIK 0001568303| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 221 | ADI | ANALOG DEVICES INC | Technology | 1,580 | $376K | 0.10% | SOLD |
| 222 | B | BARRICK MNG CORP | Basic Materials | 18,053 | $376K | 0.10% | SOLD |
| 223 | EQNR | EQUINOR ASA | Energy | 14,905 | $375K | 0.10% | SOLD |
| 224 | EDU | NEW ORIENTAL ED & TECHNOLOGY | Consumer Defensive | 6,854 | $370K | 0.10% | SOLD |
| 225 | KLAC | KLA CORP | Technology | 408 | $365K | 0.10% | SOLD |
| 226 | PFE | PFIZER INC | Healthcare | 14,980 | $363K | 0.10% | SOLD |
| 227 | SMFG | SUMITOMO MITSUI FINL GROUP I | Financial Services | 24,011 | $363K | 0.10% | SOLD |
| 228 | TDY | TELEDYNE TECHNOLOGIES INC | Technology | 694 | $356K | 0.09% | SOLD |
| 229 | NEM | NEWMONT CORP | Basic Materials | 6,026 | $351K | 0.09% | SOLD |
| 230 | COIN | COINBASE GLOBAL INC | Financial Services | 996 | $349K | 0.09% | SOLD |
| 231 | — | CANADIAN PACIFIC KANSAS CITY | — | 4,314 | $342K | 0.09% | SOLD |
| 232 | SHG | SHINHAN FINANCIAL GROUP CO L | Financial Services | 7,547 | $341K | 0.09% | SOLD |
| 233 | ADSK | AUTODESK INC | Technology | 1,099 | $340K | 0.09% | SOLD |
| 234 | BX | BLACKSTONE INC | Financial Services | 2,256 | $337K | 0.09% | SOLD |
| 235 | GIS | GENERAL MLS INC | Consumer Defensive | 6,447 | $334K | 0.09% | SOLD |
| 236 | VTR | VENTAS INC | Real Estate | 5,285 | $334K | 0.09% | SOLD |
| 237 | AMAT | APPLIED MATLS INC | Technology | 1,803 | $330K | 0.09% | SOLD |
| 238 | BUD | ANHEUSER BUSCH INBEV SA/NV | Consumer Defensive | 4,794 | $329K | 0.09% | SOLD |
| 239 | YUM | YUM BRANDS INC | Consumer Cyclical | 2,206 | $327K | 0.09% | SOLD |
| 240 | RELX | RELX PLC | Communication Services | 5,966 | $324K | 0.09% | SOLD |
Sector Allocation
Healthcare
100.0%