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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
$1.34B
AUM Growth
+$522M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$265M
2
+$163M
3
+$63.8M
4
WFC icon
Wells Fargo
WFC
+$16.8M
5
QCOM icon
Qualcomm
QCOM
+$16.4M

Top Sells

1
+$25.4M
2
+$18.6M
3
+$15.8M
4
GS icon
Goldman Sachs
GS
+$12.5M
5
GILD icon
Gilead Sciences
GILD
+$11.8M

Sector Composition

1 Technology 9.15%
2 Healthcare 8.49%
3 Communication Services 8.41%
4 Financials 7.85%
5 Consumer Discretionary 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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-923,880
77
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-122,825
78
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-75,913
79
– –
-143,612
80
– –
-54,685
81
– –
-337,223
82
– –
-165,228
83
– –
-141,310
84
– –
-198,960
85
– –
-83,943
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