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
$313M
AUM Growth
+$8.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1 +$256K
2 +$216K

Top Sells

1 +$4.35M
2 +$1.4M
3 +$427K
4
HUM icon
Humana
HUM
+$183K
5
ATAI icon
ATAI Life Sciences
ATAI
+$79K

Sector Composition

1 Healthcare 8.67%
2 Financials 8.34%
3 Communication Services 4.97%
4 Consumer Discretionary 2.87%
5 Technology 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$256K 0.08%
+8,275
27
$252K 0.08%
8,100
28
$232K 0.07%
1,315
29
$216K 0.07%
+1,296
30
$126K 0.04%
20,000
31
$25K 0.01%
20,000
32
-38,500
33
-23,998