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
$286M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1 +$22M
2 +$12.1M
3 +$11.9M
4
EBAY icon
eBay
EBAY
+$11.3M
5
NWSA
NEWS CORPORATION CL-A
NWSA
+$11.3M

Top Sells

No sells this quarter

Sector Composition

1 Financials 23.72%
2 Consumer Discretionary 22.03%
3 Healthcare 7.92%
4 Consumer Staples 6.93%
5 Technology 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$12K ﹤0.01%
+100
52
$11K ﹤0.01%
+620
53
$7K ﹤0.01%
+200
54
$5K ﹤0.01%
+200
55
$4K ﹤0.01%
+228