Portfolio (Quarterly)
Guide ↗
West Family Investments, Inc.
· CIK 0001568303| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 101 | SPGI | S&P GLOBAL INC | Financial Services | 1,516 | $799K | 0.21% | SOLD |
| 102 | ORLY | OREILLY AUTOMOTIVE INC | Consumer Cyclical | 8,850 | $798K | 0.21% | SOLD |
| 103 | ROP | ROPER TECHNOLOGIES INC | Industrials | 1,390 | $788K | 0.21% | SOLD |
| 104 | MS | MORGAN STANLEY | Financial Services | 5,570 | $785K | 0.20% | SOLD |
| 105 | TM | TOYOTA MOTOR CORP | Consumer Cyclical | 4,548 | $783K | 0.20% | SOLD |
| 106 | ACWV | ISHARES INC | — | 5,169 | $779K | 0.20% | SOLD |
| 107 | AMD | ADVANCED MICRO DEVICES INC | Technology | 5,422 | $769K | 0.20% | SOLD |
| 108 | INTU | INTUIT | Technology | 975 | $768K | 0.20% | SOLD |
| 109 | AMGN | AMGEN INC | Healthcare | 2,730 | $762K | 0.20% | SOLD |
| 110 | DIS | DISNEY WALT CO | Communication Services | 6,091 | $755K | 0.20% | SOLD |
| 111 | AXP | AMERICAN EXPRESS CO | Financial Services | 2,339 | $746K | 0.20% | SOLD |
| 112 | UBER | UBER TECHNOLOGIES INC | Technology | 7,988 | $745K | 0.19% | SOLD |
| 113 | CBOE | CBOE GLOBAL MKTS INC | Financial Services | 3,140 | $732K | 0.19% | SOLD |
| 114 | SCHW | SCHWAB CHARLES CORP | Financial Services | 7,860 | $717K | 0.19% | SOLD |
| 115 | ETN | EATON CORP PLC | Industrials | 1,990 | $710K | 0.18% | SOLD |
| 116 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 1,297 | $705K | 0.18% | SOLD |
| 117 | SYK | STRYKER CORPORATION | Healthcare | 1,709 | $676K | 0.18% | SOLD |
| 118 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 1,327 | $676K | 0.18% | SOLD |
| 119 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 6,285 | $675K | 0.18% | SOLD |
| 120 | AON | AON PLC | Financial Services | 1,878 | $670K | 0.17% | SOLD |
Sector Allocation
Healthcare
100.0%