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
$2.2B
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1 +$19.3M
2 +$14.4M
3 +$11.9M
4
BABA icon
Alibaba
BABA
+$11.6M
5
AMZN icon
Amazon
AMZN
+$11.5M

Top Sells

1 +$20.7M
2 +$12.7M
3 +$12.6M
4
AAPL icon
Apple
AAPL
+$12.1M
5
EPD icon
Enterprise Products Partners
EPD
+$9.58M

Sector Composition

1 Technology 7.86%
2 Healthcare 7.38%
3 Consumer Discretionary 6.33%
4 Financials 5.39%
5 Consumer Staples 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
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80
-361,466
81
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82
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-103,059
84
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85
-73,584
86
-323,984
87
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88
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89
-3,739
90
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91
-56,445