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
$296M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$5.59M
3
+$5.06M
4
AAPL icon
Apple
AAPL
+$4.87M
5
TSCO icon
Tractor Supply
TSCO
+$4.74M

Top Sells

1
+$12.6M
2
+$9.87M
3
+$7.44M
4
RAD
Rite Aid Corporation
RAD
+$7.12M
5
T icon
AT&T
T
+$6.18M

Sector Composition

1 Healthcare 25.46%
2 Financials 13.13%
3 Consumer Discretionary 11.04%
4 Industrials 9.75%
5 Energy 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.8M 7.38%
97,716
+92,776
2
$16.4M 5.56%
276,623
-59,110
3
$13.8M 4.65%
356,640
+34,640
4
$12.7M 4.3%
470,106
5
$12M 4.05%
177,651
-2,750
6
$11.7M 3.96%
148,496
-1,900
7
$10.6M 3.58%
167,310
+80,016
8
$10.6M 3.57%
105,341
+23,865
9
$10.4M 3.53%
343,455
-25,490
10
$9.87M 3.34%
170,519
+15,439
11
$9.77M 3.3%
361,157
+19,300
12
$9.6M 3.25%
47,048
+4,915
13
$9.49M 3.21%
108,050
-1,780
14
$9.27M 3.13%
711,140
-117,390
15
$9.16M 3.1%
186,160
-2,490
16
$8.96M 3.03%
251,564
+101,420
17
$8.76M 2.96%
206,080
-50,010
18
$8.54M 2.89%
433,604
-34,720
19
$8.34M 2.82%
79,672
-1,040
20
$7.67M 2.59%
117,482
-1,780
21
$7.02M 2.37%
203,545
+7,430
22
$6.47M 2.19%
223,596
+168,264
23
$5.59M 1.89%
+68,160
24
$5.37M 1.82%
73,710
-28,180
25
$5.09M 1.72%
358,163
-133,447
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