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
$1.63B
AUM Growth
-$1.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$36.2M
2 +$23.1M
3 +$19.8M
4
PINS icon
Pinterest
PINS
+$19.2M
5
AAPL icon
Apple
AAPL
+$15.3M

Top Sells

1 +$1.05B
2 +$584M
3 +$200M
4
WY icon
Weyerhaeuser
WY
+$18M
5
MA icon
Mastercard
MA
+$11.3M

Sector Composition

1 Technology 20.54%
2 Consumer Discretionary 13.26%
3 Healthcare 13%
4 Communication Services 12.56%
5 Financials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-125,110