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
$280M
AUM Growth
-$5.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1 +$11.7M
2 +$11.5M
3 +$9.14M
4
TMH
Team Health Holdings Inc
TMH
+$6.91M
5
LQDT icon
Liquidity Services
LQDT
+$3.61M

Top Sells

1 +$9.65M
2 +$9.53M
3 +$7.59M
4
EMC
EMC CORPORATION
EMC
+$5.7M
5
AXP icon
American Express
AXP
+$5.67M

Sector Composition

1 Financials 23.42%
2 Consumer Discretionary 21.09%
3 Healthcare 12.49%
4 Consumer Staples 6.75%
5 Communication Services 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,000
52
-228
53
-150
54
-620
55
-29,863
56
-460
57
-1,500
58
-200
59
-107,970