WI

Wafra Inc Portfolio holdings

AUM $7.65M
1-Year Est. Return 5.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-5.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.03B
AUM Growth
+$59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$14.3M
2 +$12.4M
3 +$11.3M
4
DLR icon
Digital Realty Trust
DLR
+$9.87M
5
SCHW icon
Charles Schwab
SCHW
+$9.44M

Top Sells

1 +$10.8M
2 +$8.77M
3 +$8.4M
4
BABA icon
Alibaba
BABA
+$4.07M
5
HUM icon
Humana
HUM
+$3.84M

Sector Composition

1 Technology 7.39%
2 Consumer Discretionary 5.73%
3 Healthcare 4.7%
4 Communication Services 4.39%
5 Financials 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-14,375
77
-487,973