WI

Wafra Inc Portfolio holdings

AUM $167M
1-Year Est. Return 27.06%
This Quarter Est. Return
1 Year Est. Return
-27.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$800M
AUM Growth
-$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$17.8M
2 +$11.5M
3 +$10.6M
4
RTX icon
RTX Corp
RTX
+$10.4M
5
R icon
Ryder
R
+$8.2M

Top Sells

1 +$23.1M
2 +$16M
3 +$11.6M
4
PARA
Paramount Global Class B
PARA
+$11.3M
5
EXP icon
Eagle Materials
EXP
+$10.8M

Sector Composition

1 Financials 13.32%
2 Technology 13.08%
3 Healthcare 12.57%
4 Industrials 9.92%
5 Energy 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-338,300
77
-633,583
78
-193,425
79
-187,900