Holdings of Westside Investment Management, Inc.
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 1,188 in 33 countries
- Top ten
- 28.0 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
Sector breakdown
- Technology 16.5 %
- Communication 6.1 %
- Industrials 4.9 %
- Health care 4.1 %
- Consumer discretionary 3.5 %
- Financials 2.5 %
- Funds 2.4 %
- Consumer staples 1.1 %
- Energy 0.5 %
- Utilities 0.4 %
- Materials 0.3 %
- Real estate 0.1 %
- Unattributed 57.5 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 100.0 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 98.6 %
- Netherlands 0.3 %
- Japan 0.2 %
- Australia 0.1 %
- United Kingdom 0.1 %
- Taiwan 0.1 %
- Germany 0.1 %
- Switzerland 0.1 %
- France 0.1 %
- South Korea 0.0 %
- Denmark 0.0 %
- Spain 0.0 %
- Other countries 0.3 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 1,009 | 560.3M $ | 98.62 % |
| 2 | Netherlands | 6 | 1.5M $ | 0.26 % |
| 3 | Japan | 26 | 898K $ | 0.16 % |
| 4 | Australia | 11 | 694.6K $ | 0.12 % |
| 5 | United Kingdom | 23 | 661.8K $ | 0.12 % |
| 6 | Taiwan | 4 | 636.8K $ | 0.11 % |
| 7 | Germany | 15 | 471.7K $ | 0.08 % |
| 8 | Switzerland | 9 | 332.1K $ | 0.06 % |
| 9 | France | 13 | 324.4K $ | 0.06 % |
| 10 | South Korea | 4 | 279K $ | 0.05 % |
| 11 | Denmark | 4 | 256.3K $ | 0.05 % |
| 12 | Spain | 4 | 240.5K $ | 0.04 % |
Cite this page
Titelia. "Holdings of Westside Investment Management, Inc.". https://titelia.com/en/funds/US13F1538383