Long-term investor
West Family Investments, Inc. @westfamilyinvestmentsinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001568303).
Record
- Tracked since 2025-06-30 (434 days), 467 trades recorded
- Returns: week n/a · month n/a · 90 days +7.4% · 6 months +9.3% · 1 year +17.4% · all +17.4%
- Max drawdown -0.7% · Sharpe 1.35 · win rate 42% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 4.5% · long · since 2025-06-30
- 46434G103 · 3.8% · long · since 2026-06-30
- AAPL · 3.7% · long · since 2025-06-30
- MSFT · 2.6% · long · since 2025-06-30
- GOOGL · 2.6% · long · since 2025-06-30
- TSM · 2.1% · long · since 2025-06-30
- AMZN · 1.9% · long · since 2025-06-30
- MU · 1.7% · long · since 2025-06-30
- 46432F842 · 1.6% · long · since 2026-06-30
- AVGO · 1.6% · long · since 2025-06-30
- TSLA · 1.1% · long · since 2025-06-30
- META · 1.1% · long · since 2025-06-30
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