WT

Wellcome Trust Portfolio holdings

AUM $9.18B
1-Year Est. Return 20.73%
This Quarter Est. Return
1 Year Est. Return
+20.73%
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
+$26.1M
2
+$8.95M
3
+$7.44M
4
ITUB icon
Itaú Unibanco
ITUB
+$5.53M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$4.35M

Top Sells

1
+$138M
2
+$67.3M
3
+$7.47M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.32M
5
AKAO
Achaogen Inc
AKAO
+$1.25M

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
1
2