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

Top Buys

1 +$47.1M
2 +$32M
3 +$31.9M
4
JPM icon
JPMorgan Chase
JPM
+$31.5M
5
DE icon
Deere & Co
DE
+$26.9M

Top Sells

1 +$46.9M
2 +$38.6M
3 +$30.8M
4
ULTA icon
Ulta Beauty
ULTA
+$29.9M
5
KO icon
Coca-Cola
KO
+$29.1M

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
-170,597
77
-468,194