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
$2.97B
AUM Growth
+$97.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1 +$69.1M
2 +$18.6M
3 +$17.3M
4
MHK icon
Mohawk Industries
MHK
+$16.7M
5
CRM icon
Salesforce
CRM
+$12.5M

Top Sells

1 +$32.8M
2 +$20.6M
3 +$17.3M
4
DLR icon
Digital Realty Trust
DLR
+$14.5M
5
BKR icon
Baker Hughes
BKR
+$13.2M

Sector Composition

1 Technology 6.59%
2 Consumer Discretionary 5.22%
3 Healthcare 4.99%
4 Communication Services 4.42%
5 Financials 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-44,430
77
-37,685
78
-9,017
79
-61,115
80
-99,864
81
-143,319