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
$167M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Financials 95.74%
2 Real Estate 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$160M 95.74%
15,455,808
2
$7.13M 4.26%
2,500,000