WI
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WAFRA INC.13F | |
| WAFRA INC. | |
| Last update 2025-05-13 | 2 Stocks (0 new) |
| Value $146.00 Mil | Turnover 0 % |
WAFRA INC. Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DBRG | DigitalBridge Group Inc | 15,455,808 | 136,320.2 | 0% | 93.600 | 0% | 8.770 | +30.99% | -5.83% | 1,868.4 | Asset Management | |
CMTG | Claros Mortgage Trust Inc | 2,500,000 | 9,325.0 | -4.09% | 6.400 | -0.26% | 1.790 | +1.28% | -29.87% | 443.1 | REITs |
WAFRA INC.'s Historical Top Holdings Breakdowns
WAFRA INC.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
CMTG | Claros Mortgage Trust Inc | 2025-03-31 | Reduce Reduce | -0.26% | 2.21 ($3.43) 4.48 | $3.17 | -7.58% | Reduce -4.09% | 2,500,000 | -106,624 | |
CMTG | Claros Mortgage Trust Inc | 2024-12-31 | Reduce Reduce | -0.33% | 4.09 ($6.22) 7.61 | $3.17 | -49.04% | Reduce -3.82% | 2,606,624 | -103,666 | |
CMTG | Claros Mortgage Trust Inc | 2024-09-30 | Reduce Reduce | -1.82% | 7.49 ($8.32) 9.67 | $3.17 | -61.90% | Reduce -16.61% | 2,710,290 | -539,710 | |
MSFT | Microsoft Corp | 2024-06-30 | Sold Out Sold Out | -7.04% | 389.33 ($422.32) 452.85 | $498.84 | 18.12% | Sold Out | 0 | -318,849 | |
DBRG | DigitalBridge Group Inc | 2024-06-30 | Add Add | +5.88% | 12.31 ($15.07) 19.36 | $10.60 | -29.66% | Add 7.07% | 15,455,808 | 1,020,409 | |
AMZN | Amazon.com Inc | 2024-06-30 | Sold Out Sold Out | -5.40% | 173.67 ($183.7) 197.85 | $223.41 | 21.62% | Sold Out | 0 | -570,940 | |
NVDA | NVIDIA Corp | 2024-06-30 | Sold Out Sold Out | -5.30% | 76.2 ($101.1) 135.58 | $159.34 | 57.61% | Sold Out | 0 | -1,118,820 | |
AAPL | Apple Inc | 2024-06-30 | Sold Out Sold Out | -4.41% | 165 ($186.49) 216.67 | $213.55 | 14.51% | Sold Out | 0 | -490,437 | |
GOOGL | Alphabet Inc | 2024-06-30 | Sold Out Sold Out | -4.16% | 150.53 ($168.57) 185.41 | $179.53 | 6.50% | Sold Out | 0 | -524,818 | |
META | Meta Platforms Inc | 2024-06-30 | Sold Out Sold Out | -3.35% | 430.17 ($486.09) 527.34 | $719.01 | 47.92% | Sold Out | 0 | -131,585 |
WAFRA INC. Total Holding History ($B)
WAFRA INC.'s Asset Allocation
WAFRA INC. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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WAFRA INC.'s Hypothetical Growth since 2025-03-31
WAFRA INC.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
WAFRA INC.'s Holdings Heat Map
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WAFRA INC.'s Holdings Bubble Chart
WAFRA INC. News
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