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
$303M
AUM Growth
+$7.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$8.95M
3
+$7.3M
4
NWL icon
Newell Brands
NWL
+$4.2M
5
CRM icon
Salesforce
CRM
+$3.24M

Top Sells

1
+$7.02M
2
+$5.72M
3
+$4.91M
4
AAPL icon
Apple
AAPL
+$4.65M
5
BABA icon
Alibaba
BABA
+$4.62M

Sector Composition

1 Healthcare 20.66%
2 Financials 14.12%
3 Consumer Discretionary 10.21%
4 Industrials 8.51%
5 Communication Services 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.93M 1.96%
75,599
-72,897
27
$5.86M 1.93%
424,620
+112,010
28
$5.11M 1.69%
72,310
-1,400
29
$4.82M 1.59%
38,730
-2,110
30
$4.25M 1.4%
58,670
-2,603
31
$3.9M 1.29%
23,238
-1,135
32
$3.38M 1.11%
94,064
-129,532
33
$3.24M 1.07%
+39,300
34
$2.97M 0.98%
+158,310
35
$1.63M 0.54%
24,614
-46,411
36
$1.56M 0.52%
59,625
-49,547
37
$1.55M 0.51%
+29,500
38
$571K 0.19%
6,360
39
$551K 0.18%
7,799
40
$347K 0.11%
4,320
41
– –
-8,430
42
– –
-203,545
43
– –
-182,603
44
– –
-163,990
45
– –
-71,333
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