Asset Manager
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WAFRA INC.
Market Value
$167M
+14.7%
Holdings
2
New Purchases
0
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
0.0%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| 0YY7.L | 95.74% | 93.60% | +2.14% | $160M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| CMTG | 4.26% | 6.40% | -2.14% | $7M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mid Cap | 1 | $160M | 95.7% |
| Small Cap | 1 | $7M | 4.3% |
Portfolio Analytics
Avg Market Cap
$1.6B
Median Market Cap
$1.6B
Avg P/E
19.0
Median P/E
19.0
Avg Dividend Yield
0.00%
Avg Beta
1.34
# Stocks
2
# ETFs / Funds
0