WI

Wafra Inc Portfolio holdings

AUM $189M
1-Year Est. Return 19.3%
This Quarter Est. Return
1 Year Est. Return
-19.3%
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
+$14M

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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-6,636
52
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53
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54
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55
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56
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57
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-28,634
58
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-124,924
59
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-52,940
60
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-64,313
61
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-89,421
62
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-42,070
63
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-56,617
64
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-47,850
65
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-396,134
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