WI
| |
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
View Full List
| 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 | +36.63% | -4.32% | 1,898.4 | Asset Management | |
CMTG | Claros Mortgage Trust Inc | 2,500,000 | 9,325.0 | -4.09% | 6.400 | -0.26% | 1.790 | +35.56% | -32.52% | 426.4 | REITs |
WAFRA INC.'s Historical Top Holdings Breakdowns
WAFRA INC.'s Top Stock Picks
View Full List
| 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 | $3.05 | -11.08% | 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 | $3.05 | -50.96% | 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 | $3.05 | -63.34% | 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 | $510.06 | 20.78% | Sold Out | 0 | -318,849 | |
DBRG | DigitalBridge Group Inc | 2024-06-30 | Add Add | +5.88% | 12.31 ($15.07) 19.36 | $10.77 | -28.53% | 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 | $229.30 | 24.82% | Sold Out | 0 | -570,940 | |
NVDA | NVIDIA Corp | 2024-06-30 | Sold Out Sold Out | -5.30% | 76.2 ($101.1) 135.58 | $171.38 | 69.52% | Sold Out | 0 | -1,118,820 | |
AAPL | Apple Inc | 2024-06-30 | Sold Out Sold Out | -4.41% | 165 ($186.49) 216.67 | $212.48 | 13.94% | Sold Out | 0 | -490,437 | |
GOOGL | Alphabet Inc | 2024-06-30 | Sold Out Sold Out | -4.16% | 150.53 ($168.57) 185.41 | $190.10 | 12.77% | Sold Out | 0 | -524,818 | |
META | Meta Platforms Inc | 2024-06-30 | Sold Out Sold Out | -3.35% | 430.17 ($486.09) 527.34 | $712.97 | 46.67% | Sold Out | 0 | -131,585 |
WAFRA INC. Total Holding History ($B)
WAFRA INC.'s Asset Allocation
WAFRA INC. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
WAFRA INC.'s Hypothetical Growth since 2025-03-31
WAFRA INC.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
WAFRA INC.'s Holdings Heat Map
Size field:
WAFRA INC.'s Holdings Bubble Chart
WAFRA INC. News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers