WT
Wellcome Trust Portfolio holdings
AUM $8B
This Quarter Return
-1.11%
1 Year Return
+11.34%
3 Year Return
+30.32%
5 Year Return
+116.41%
10 Year Return
+309.15%
AUM
$8B
AUM Growth
-$279M (-3%)
Cap. Flow
-$15.5M
Cap. Flow % of AUM
-0.19%
Top 10 Holdings %Top 10 Hldgs %
67.7%
Holding
21
New
–
Increased
1
Reduced
–
Closed
1
Top Buys
1 | $3.08M |
Top Sells
1 | $18.6M |
Sector Composition
1 | Technology | 31.46% |
2 | Financials | 21.31% |
3 | Consumer Discretionary | 17.08% |
4 | Healthcare | 12.89% |
5 | Communication Services | 7% |