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

Top Buys

1
+$12M
2
+$10.8M
3
+$9.1M
4
TMH
Team Health Holdings Inc
TMH
+$7.14M
5
LQDT icon
Liquidity Services
LQDT
+$3.42M

Top Sells

1
+$9.65M
2
+$9.53M
3
+$7.48M
4
EMC
EMC CORPORATION
EMC
+$5.8M
5
AXP icon
American Express
AXP
+$5.65M

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
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-107,970
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