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
$578M
AUM Growth
-$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$3.88M
3
+$3.23M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$1.72M
5
MSFT icon
Microsoft
MSFT
+$1.66M

Top Sells

1
+$4.77M
2
+$3.07M
3
+$1.76M
4
FANG icon
Diamondback Energy
FANG
+$774K
5
VALE icon
Vale
VALE
+$476K

Sector Composition

1 Technology 44.3%
2 Communication Services 14.54%
3 Healthcare 12.44%
4 Energy 6.6%
5 Consumer Discretionary 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.26M 0.74%
5,350
+199
27
$3.85M 0.67%
38,124
+203
28
$3.81M 0.66%
52,272
+716
29
$3.72M 0.64%
146,894
+930
30
$3.57M 0.62%
29,319
+19
31
$3.52M 0.61%
33,478
+837
32
$3.47M 0.6%
9,320
+216
33
$3.43M 0.59%
16,750
+232
34
$3.23M 0.56%
+6,663
35
$3.08M 0.53%
21,241
+366
36
$2.97M 0.51%
33,087
-10
37
$2.86M 0.49%
16,760
+828
38
$2.67M 0.46%
23,908
+1,172
39
$2.61M 0.45%
12,928
+396
40
$2.5M 0.43%
28,722
+6,295
41
$2.45M 0.42%
108,061
+5,382
42
$2.45M 0.42%
16,002
+414
43
$2.4M 0.42%
33,077
+1,767
44
$2.34M 0.4%
34,488
+177
45
$2.33M 0.4%
3,434
+105
46
$2.2M 0.38%
3,276
-63
47
$2.16M 0.37%
7,076
+161
48
$2.09M 0.36%
19,030
+630
49
$2.09M 0.36%
14,223
+303
50
$1.96M 0.34%
5,804
+224
1
2
3 4 5