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
$2.89B
AUM Growth
-$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$73M
2 +$65.7M
3 +$38.4M
4
NXPI icon
NXP Semiconductors
NXPI
+$35.7M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$34.4M

Top Sells

1 +$92.3M
2 +$51.1M
3 +$47.8M
4
TJX icon
TJX Companies
TJX
+$38.2M
5
SPGI icon
S&P Global
SPGI
+$33.5M

Sector Composition

1 Technology 24.01%
2 Financials 14.82%
3 Healthcare 13.43%
4 Consumer Discretionary 12.66%
5 Communication Services 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,175,327
77
-14,453
78
-890,545