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
$2.61B
AUM Growth
+$86.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$48.5M
2 +$39.4M
3 +$36.2M
4
AMZN icon
Amazon
AMZN
+$27.5M
5
PNC icon
PNC Financial Services
PNC
+$24.6M

Top Sells

1 +$55.2M
2 +$53.7M
3 +$41M
4
D icon
Dominion Energy
D
+$32.4M
5
DE icon
Deere & Co
DE
+$24.1M

Sector Composition

1 Technology 22.75%
2 Financials 20.06%
3 Healthcare 12.96%
4 Consumer Discretionary 9.36%
5 Consumer Staples 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,398,108