Portfolio (Quarterly)
Guide ↗
West Family Investments, Inc.
· CIK 0001568303| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 4,269 | $1.3M | 0.35% | SOLD |
| 62 | RDY | DR REDDYS LABS LTD | Healthcare | 88,565 | $1.3M | 0.35% | SOLD |
| 63 | HD | HOME DEPOT INC | Consumer Cyclical | 3,630 | $1.3M | 0.35% | SOLD |
| 64 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 9,672 | $1.3M | 0.34% | SOLD |
| 65 | ABT | ABBOTT LABS | Healthcare | 9,494 | $1.3M | 0.34% | SOLD |
| 66 | MRSH | MARSH & MCLENNAN COS INC | Financial Services | 5,858 | $1.3M | 0.33% | SOLD |
| 67 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 10,304 | $1.2M | 0.30% | SOLD |
| 68 | SO | SOUTHERN CO | Utilities | 12,440 | $1.1M | 0.30% | SOLD |
| 69 | — | CENCORA INC | — | 3,758 | $1.1M | 0.29% | SOLD |
| 70 | AZO | AUTOZONE INC | Consumer Cyclical | 292 | $1.1M | 0.28% | SOLD |
| 71 | MU | MICRON TECHNOLOGY INC | Technology | 8,596 | $1.1M | 0.28% | SOLD |
| 72 | CRM | SALESFORCE INC | Technology | 3,876 | $1.1M | 0.28% | SOLD |
| 73 | VRTX | VERTEX PHARMACEUTICALS INC | Healthcare | 2,363 | $1.1M | 0.28% | SOLD |
| 74 | RTX | RTX CORPORATION | Industrials | 7,199 | $1.1M | 0.27% | SOLD |
| 75 | ED | CONSOLIDATED EDISON INC | Utilities | 10,377 | $1.0M | 0.27% | SOLD |
| 76 | CB | CHUBB LIMITED | Financial Services | 3,546 | $1.0M | 0.27% | SOLD |
| 77 | GE | GE AEROSPACE | Industrials | 3,971 | $1.0M | 0.27% | SOLD |
| 78 | DUK | DUKE ENERGY CORP NEW | Utilities | 8,313 | $981K | 0.26% | SOLD |
| 79 | NOW | SERVICENOW INC | Technology | 946 | $973K | 0.25% | SOLD |
| 80 | — | LARGO INC | — | 5,572,637 | $955K | 0.25% | SOLD |
Sector Allocation
Healthcare
100.0%