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
$2.53B
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$37.8M
2 +$32.1M
3 +$29.2M
4
MAA icon
Mid-America Apartment Communities
MAA
+$24.7M
5
MDB icon
MongoDB
MDB
+$23.2M

Top Sells

1 +$37.5M
2 +$29.1M
3 +$25.6M
4
SNAP icon
Snap
SNAP
+$25.6M
5
AMZN icon
Amazon
AMZN
+$21.1M

Sector Composition

1 Technology 22.21%
2 Financials 21.68%
3 Healthcare 11.66%
4 Consumer Discretionary 9.46%
5 Consumer Staples 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,949,027
77
-15,154
78
-131,072