WI

Wafra Inc Portfolio holdings

AUM $7.65M
1-Year Est. Return 5.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-5.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.65M
AUM Growth
-$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$181M

Sector Composition

1 Real Estate 100%
2 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CMTG icon
1
Claros Mortgage Trust
CMTG
$367M
$7.65M 100%
2,500,000
DBRG icon
2
DigitalBridge
DBRG
$2.82B
-15,455,808