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
$303M
AUM Growth
+$7.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$8.95M
3
+$7.3M
4
NWL icon
Newell Brands
NWL
+$4.2M
5
CRM icon
Salesforce
CRM
+$3.24M

Top Sells

1
+$7.02M
2
+$5.72M
3
+$4.91M
4
AAPL icon
Apple
AAPL
+$4.65M
5
BABA icon
Alibaba
BABA
+$4.62M

Sector Composition

1 Healthcare 20.66%
2 Financials 14.12%
3 Consumer Discretionary 10.21%
4 Industrials 8.51%
5 Communication Services 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.3M 13.28%
170,761
+73,045
2
$14.1M 4.64%
339,300
-17,340
3
$13.5M 4.46%
225,763
-50,860
4
$13.3M 4.4%
449,276
-20,830
5
$11.4M 3.76%
164,015
-13,636
6
$10.6M 3.5%
89,520
-15,821
7
$10.4M 3.45%
328,236
-15,219
8
$10.1M 3.33%
164,479
-2,831
9
$9.7M 3.2%
235,746
+29,666
10
$9.34M 3.08%
45,289
-1,759
11
$9.17M 3.03%
776,400
+65,260
12
$9.1M 3%
273,588
+22,024
13
$8.95M 2.95%
+208,140
14
$8.9M 2.94%
79,582
-90
15
$8.8M 2.9%
191,490
+5,330
16
$8.24M 2.72%
135,301
-35,218
17
$7.37M 2.43%
345,317
-88,287
18
$7.3M 2.41%
+142,370
19
$7.27M 2.4%
154,190
+88,990
20
$7.13M 2.35%
258,171
-102,986
21
$7.03M 2.32%
65,191
-42,859
22
$6.99M 2.31%
112,018
-5,464
23
$6.43M 2.12%
65,570
-2,590
24
$6.04M 1.99%
429,685
+71,522
25
$5.95M 1.96%
133,291
+17,875
1
2