WCP

Welch Capital Partners Portfolio holdings

AUM $499M
1-Year Est. Return 21.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.34%
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
+$23.8M
2
+$11.8M
3
+$11.8M
4
QCOM icon
Qualcomm
QCOM
+$11.4M
5
DNKN
Dunkin' Brands Group, Inc.
DNKN
+$11.4M

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
1 2
3