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
$294M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$3.43M
3
+$3.27M
4
BK icon
Bank of New York Mellon
BK
+$213K
5
AAPL icon
Apple
AAPL
+$212K

Top Sells

1
+$5.2M
2
+$4.81M
3
+$3.68M
4
BABA icon
Alibaba
BABA
+$3.27M
5
PYPL icon
PayPal
PYPL
+$2.41M

Sector Composition

1 Financials 11.37%
2 Communication Services 6.46%
3 Industrials 4.78%
4 Healthcare 3.65%
5 Consumer Discretionary 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$292K 0.1%
1,815
27
$260K 0.09%
1,296
-99
28
$235K 0.08%
1,990
29
$213K 0.07%
+4,221
30
$212K 0.07%
+4,460
31
– –
-73,410
32
– –
-17,926
33
– –
-42,640
1
2