WI

Wahed Invest Portfolio holdings

AUM $656M
1-Year Est. Return 15.82%
This Quarter Est. Return
1 Year Est. Return
+15.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$656M
AUM Growth
+$78.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1 +$4.39M
2 +$4.1M
3 +$3.75M
4
MSTR icon
Strategy Inc
MSTR
+$2.74M
5
META icon
Meta Platforms (Facebook)
META
+$2.47M

Top Sells

1 +$7.2M
2 +$5.93M
3 +$3.23M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$1.72M
5
APD icon
Air Products & Chemicals
APD
+$1.67M

Sector Composition

1 Technology 46.43%
2 Communication Services 15.84%
3 Healthcare 11.1%
4 Consumer Discretionary 6.73%
5 Industrials 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GFS icon
226
GlobalFoundries
GFS
$20B
$103K 0.02%
2,707
+140
WLK icon
227
Westlake Corp
WLK
$8.92B
$68.9K 0.01%
907
+28
FWONA icon
228
Liberty Media Series A
FWONA
$22.4B
$58.6K 0.01%
617
+13
LEN.B icon
229
Lennar Class B
LEN.B
$30.2B
$27.4K ﹤0.01%
260
-37
APD icon
230
Air Products & Chemicals
APD
$55.2B
-5,682
BLDR icon
231
Builders FirstSource
BLDR
$13.2B
-3,011
FNV icon
232
Franco-Nevada
FNV
$36.5B
-2,970
IBM icon
233
IBM
IBM
$292B
-23,865
KO icon
234
Coca-Cola
KO
$298B
-100,558
REGN icon
235
Regeneron Pharmaceuticals
REGN
$69.5B
-2,712
VRTX icon
236
Vertex Pharmaceuticals
VRTX
$108B
-6,663