WCP

Welch Capital Partners Portfolio holdings

AUM $449M
1-Year Est. Return 17.41%
This Quarter Est. Return
1 Year Est. Return
+17.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$287M
AUM Growth
+$3.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$7.05M
3
+$7.03M
4
SWFT
Swift Transportation Company
SWFT
+$6.59M
5
BXP icon
Boston Properties
BXP
+$6.14M

Top Sells

1
+$14.6M
2
+$11.6M
3
+$9.86M
4
VC icon
Visteon
VC
+$8.33M
5
AIG icon
American International
AIG
+$5.65M

Sector Composition

1 Financials 19.13%
2 Healthcare 17.05%
3 Consumer Discretionary 13.88%
4 Communication Services 12.34%
5 Real Estate 11.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.46M 1.14%
+24,110
27
$3.25M 1.07%
32,099
-280
28
$3.1M 1.02%
+164,967
29
$2.71M 0.89%
31,426
-134,435
30
$2.4M 0.79%
24,660
-85,628
31
$1.02M 0.33%
5,160
+100
32
$533K 0.18%
6,360
33
$518K 0.17%
7,799
34
$415K 0.14%
23,896
35
$274K 0.09%
4,022
36
– –
-424,544
37
– –
-12,590
38
– –
-451,100
39
– –
-108,428
40
– –
-48,069
41
– –
-82,746
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