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Home > Institutional Investor > West Family Investments, Inc. > Profile

Instuitional Investor - West Family Investments, Inc.

Fund Profile
Filing Period:
Fund Name: West Family Investments, Inc.
Portfolio Value $383,177,705
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IAU 455,804 $28,561,628 7.45%
2.
Nvidia Corp
 NVDA 108,257 $17,103,523 4.46%
3.
Microsoft Corp
 MSFT 33,050 $16,439,401 4.29%
4.
Apple Inc.
 AAPL 68,775 $14,110,567 3.68%
5.
Ishares Trust
 IEF 122,410 $13,529,078 3.53%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)