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West Family Investments, Inc.
West Family Investments, Inc. is an institution, managing $444.5M across 375 long positions as of Q3 2025 with IAU as the largest holding (7% allocation).
- Portfolio Value
- $444.5M
- Positions
- 375
- Top Holding
- IAU at 7.5%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in West Family Investments, Inc.'s portfolio (34.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Unknown Unknown | $33.3M | 7.50% | -$1.3K Sold | — 455.8K shares | |
Semiconductors Technology | $20.8M | 4.68% | +$611.2K Bought | 0.00% 111.5K shares | |
Consumer Electronics Technology | $17.8M | 4.01% | +$291.8K Bought | 0.00% 69.9K shares | |
Software - Infrastructure Technology | $17.5M | 3.95% | +$420.1K Bought | 0.00% 33.9K shares | |
ETF ETF | $13.8M | 3.10% | — | — 122.4K shares | |
ETF ETF | $13.7M | 3.08% | +$176.9K Bought | — 486.1K shares | |
Internet Content & Information Communication Services | $11.7M | 2.64% | +$173.6K Bought | 0.00% 48.2K shares | |
Specialty Retail Consumer Cyclical | $9.6M | 2.17% | +$241.3K Bought | 0.00% 43.8K shares | |
Semiconductors Technology | $8.4M | 1.89% | +$221.5K Bought | — 30.1K shares | |
ETF ETF | $7.7M | 1.74% | — | — 80.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in West Family Investments, Inc.'s latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for West Family Investments, Inc.
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