WI

Wahed Invest Portfolio holdings

AUM $732M
1-Year Est. Return 25.54%
This Quarter Est. Return
1 Year Est. Return
+25.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$732M
AUM Growth
+$75.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$2.66M
3
+$1.61M
4
CVX icon
Chevron
CVX
+$1.27M
5
CBRE icon
CBRE Group
CBRE
+$1.22M

Top Sells

1
+$2.15M
2
+$1.66M
3
+$1.34M
4
HES
Hess
HES
+$1.06M
5
AAPL icon
Apple
AAPL
+$872K

Sector Composition

1 Technology 46.11%
2 Communication Services 16.84%
3 Healthcare 10.5%
4 Consumer Discretionary 7.83%
5 Industrials 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$3.56T
$104M 14.27%
201,586
-32
AAPL icon
2
Apple
AAPL
$4.11T
$101M 13.83%
397,312
-3,426
META icon
3
Meta Platforms (Facebook)
META
$1.62T
$43.7M 5.97%
59,467
+111
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$3.73T
$38.5M 5.26%
158,387
+365
TSLA icon
5
Tesla
TSLA
$1.53T
$33.9M 4.63%
76,162
-305
GOOG icon
6
Alphabet (Google) Class C
GOOG
$3.75T
$31.4M 4.29%
128,877
+208
TSM icon
7
TSMC
TSM
$1.51T
$24.3M 3.32%
86,931
+9,737
XOM icon
8
Exxon Mobil
XOM
$501B
$13.4M 1.83%
118,557
+756
JNJ icon
9
Johnson & Johnson
JNJ
$510B
$12.1M 1.65%
65,287
-133
PG icon
10
Procter & Gamble
PG
$334B
$9.87M 1.35%
64,262
+408
CVX icon
11
Chevron
CVX
$300B
$8.16M 1.11%
52,519
+8,178
CSCO icon
12
Cisco
CSCO
$307B
$7.45M 1.02%
108,896
+693
AMD icon
13
Advanced Micro Devices
AMD
$343B
$7.13M 0.97%
44,059
+279
ABT icon
14
Abbott
ABT
$218B
$6.32M 0.86%
47,175
+102
LIN icon
15
Linde
LIN
$194B
$6.1M 0.83%
12,848
+81
CRM icon
16
Salesforce
CRM
$246B
$6.04M 0.83%
25,500
+118
MRK icon
17
Merck
MRK
$249B
$5.79M 0.79%
68,935
+438
T icon
18
AT&T
T
$174B
$5.42M 0.74%
191,921
+1,224
UBER icon
19
Uber
UBER
$177B
$5.21M 0.71%
53,226
-1,506
NOW icon
20
ServiceNow
NOW
$179B
$5.14M 0.7%
5,583
-36
MU icon
21
Micron Technology
MU
$271B
$5.11M 0.7%
30,570
+195
TMO icon
22
Thermo Fisher Scientific
TMO
$215B
$5.01M 0.68%
10,330
+63
QCOM icon
23
Qualcomm
QCOM
$191B
$4.9M 0.67%
29,439
-447
LRCX icon
24
Lam Research
LRCX
$202B
$4.68M 0.64%
34,927
+166
GEV icon
25
GE Vernova
GEV
$182B
$4.6M 0.63%
7,478
+45
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