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
$4.85B
AUM Growth
+$489M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$126M
2
+$27.5M
3
+$12.2M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$10.1M
5
BAC icon
Bank of America
BAC
+$8.46M

Top Sells

1
+$122M
2
+$98.4M
3
+$359K

Sector Composition

1 Financials 26.57%
2 Technology 20.69%
3 Communication Services 14.33%
4 Consumer Staples 11.74%
5 Consumer Discretionary 11.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.46M 0.13%
1,125,616
27
– –
0
1
2