WT

Wellcome Trust Portfolio holdings

AUM $9.32B
1-Year Est. Return 18.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.56B
AUM Growth
-$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$23.8M
2 +$7.93M
3 +$7.45M
4
ITUB icon
Itaú Unibanco
ITUB
+$6.09M
5
BABA icon
Alibaba
BABA
+$4.47M

Top Sells

1 +$138M
2 +$67.3M
3 +$7.25M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.26M
5
AKAO
Achaogen Inc
AKAO
+$1.44M

Sector Composition

1 Financials 25.7%
2 Technology 23.86%
3 Communication Services 17.03%
4 Consumer Staples 11.56%
5 Consumer Discretionary 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-1,729,091