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
$4.38B
AUM Growth
-$470M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$18.9M
3
+$11.5M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.45M
5
BABA icon
Alibaba
BABA
+$2.66M

Top Sells

1
+$172M
2
+$55M
3
+$15.3M
4
META icon
Meta Platforms (Facebook)
META
+$11.4M
5
GE icon
GE Aerospace
GE
+$6.36M

Sector Composition

1 Financials 27.65%
2 Technology 21.84%
3 Communication Services 14.85%
4 Consumer Discretionary 11.29%
5 Consumer Staples 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-418,400
27
– –
-4,000,000
1
2