WT
Wellcome Trust Portfolio holdings
AUM
$8.67B
1-Year Return
21.23%
This Quarter Return
+1.47%
1 Year Return
+21.23%
3 Year Return
+70.19%
5 Year Return
+91.77%
10 Year Return
+339.01%
AUM
$4.56B
AUM Growth
-$179M
(-3.8%)
Cap. Flow
-$147M
Cap. Flow
% of AUM
-3.22%
Top 10 Holdings %
Top 10 Hldgs %
58.77%
Holding
26
New
–
Increased
12
Reduced
4
Closed
2
Top Buys
| 1 |
JD.com
JD
|
$26.1M |
| 2 |
TWTR
Twitter, Inc.
TWTR
|
$8.95M |
| 3 |
GE Aerospace
GE
|
$7.44M |
| 4 |
Itaú Unibanco
ITUB
|
$5.53M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
$4.35M |
Top Sells
| 1 |
Exxon Mobil
XOM
|
$138M |
| 2 |
RDUS
Radius Health, Inc.
RDUS
|
$67.3M |
| 3 |
Apple
AAPL
|
$7.47M |
| 4 |
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% |