WT

Wellcome Trust Portfolio holdings

AUM $8.67B
1-Year Est. Return 21.23%
This Quarter Est. Return
1 Year Est. Return
+21.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.74B
AUM Growth
+$61.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$46.1M
2 +$10.7M
3 +$9.63M
4
XOM icon
Exxon Mobil
XOM
+$4.9M
5
IBM icon
IBM
IBM
+$4.57M

Top Sells

1 +$19M
2 +$1.32M
3 +$633K

Sector Composition

1 Financials 25.98%
2 Technology 23.4%
3 Communication Services 13.88%
4 Consumer Staples 11.49%
5 Consumer Discretionary 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$7.29M 0.15%
439,524
-79,886