Portfolio (Quarterly)
Guide ↗
West Family Investments, Inc.
· CIK 0001568303| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 161 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 10,857 | $503K | 0.13% | SOLD |
| 162 | SE | SEA LTD | Consumer Cyclical | 3,139 | $502K | 0.13% | SOLD |
| 163 | SPOT | SPOTIFY TECHNOLOGY S A | Communication Services | 649 | $498K | 0.13% | SOLD |
| 164 | ESLT | ELBIT SYS LTD | Industrials | 1,104 | $496K | 0.13% | SOLD |
| 165 | ASX | ASE TECHNOLOGY HLDG CO LTD | Technology | 47,649 | $492K | 0.13% | SOLD |
| 166 | GOOG | ALPHABET INC | Communication Services | 2,762 | $490K | 0.13% | SOLD |
| 167 | AWK | AMERICAN WTR WKS CO INC NEW | Utilities | 3,494 | $486K | 0.13% | SOLD |
| 168 | CHKP | CHECK POINT SOFTWARE TECH LT | Technology | 2,196 | $486K | 0.13% | SOLD |
| 169 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 1,187 | $481K | 0.13% | SOLD |
| 170 | RIO | RIO TINTO PLC | Basic Materials | 8,218 | $479K | 0.12% | SOLD |
| 171 | HSY | HERSHEY CO | Consumer Defensive | 2,857 | $474K | 0.12% | SOLD |
| 172 | MCO | MOODYS CORP | Financial Services | 939 | $471K | 0.12% | SOLD |
| 173 | CDNS | CADENCE DESIGN SYSTEM INC | Technology | 1,526 | $470K | 0.12% | SOLD |
| 174 | AJG | GALLAGHER ARTHUR J & CO | Financial Services | 1,452 | $465K | 0.12% | SOLD |
| 175 | TT | TRANE TECHNOLOGIES PLC | Industrials | 1,048 | $458K | 0.12% | SOLD |
| 176 | BTI | BRITISH AMERN TOB PLC | Consumer Defensive | 9,680 | $458K | 0.12% | SOLD |
| 177 | CL | COLGATE PALMOLIVE CO | Consumer Defensive | 4,981 | $453K | 0.12% | SOLD |
| 178 | NET | CLOUDFLARE INC | Technology | 2,304 | $451K | 0.12% | SOLD |
| 179 | FERG | FERGUSON ENTERPRISES INC | Industrials | 2,055 | $447K | 0.12% | SOLD |
| 180 | BP | BP PLC | Energy | 14,904 | $446K | 0.12% | SOLD |
Sector Allocation
Healthcare
100.0%