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
$186M
AUM Growth
-$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$646K

Sector Composition

1 Financials 93.66%
2 Real Estate 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$174M 93.66%
15,455,808
2
$11.8M 6.34%
2,606,624
-103,666