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

Top Buys

1
+$20.2M
2
+$19.3M
3
+$11.3M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.36M
5
TWTR
Twitter, Inc.
TWTR
+$2.64M

Top Sells

1
+$172M
2
+$55M
3
+$14.3M
4
META icon
Meta Platforms (Facebook)
META
+$10.6M
5
GE icon
GE Aerospace
GE
+$5.89M

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