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
$1.31B
AUM Growth
-$323M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$38.5M
2 +$26M
3 +$23.5M
4
JPM icon
JPMorgan Chase
JPM
+$23.4M
5
USB icon
US Bancorp
USB
+$22.8M

Top Sells

1 +$40.3M
2 +$38.6M
3 +$29.9M
4
MTB icon
M&T Bank
MTB
+$26.9M
5
JBLU icon
JetBlue
JBLU
+$26.7M

Sector Composition

1 Technology 19.47%
2 Healthcare 15.99%
3 Communication Services 14.08%
4 Financials 13.21%
5 Consumer Discretionary 12.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-22,348
77
-426,165