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WI

Wafra Inc Portfolio holdings

AUM $5.95M
1-Year Est. Return 6.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-6.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$238M
AUM Growth
-$1.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M

Top Sells

1
+$134M
2
+$103M
3
+$101M
4
AAPL icon
Apple
AAPL
+$84.1M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$79.2M

Sector Composition

1 Financials 89.04%
2 Real Estate 10.96%
3 Consumer Staples 0%
4 Energy 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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58
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60
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-125,751
61
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-3,027,644
62
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63
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64
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-358,483
65
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-61,783
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