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
$4.25B
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$6.92M
3
+$5.72M
4
MS icon
Morgan Stanley
MS
+$2.47M
5
BABA icon
Alibaba
BABA
+$858K

Top Sells

1
+$47.2M
2
+$10.6M
3
+$10.4M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.04M
5
AKAO
Achaogen Inc
AKAO
+$3.11M

Sector Composition

1 Financials 28.73%
2 Technology 20.89%
3 Communication Services 14.9%
4 Consumer Discretionary 10.9%
5 Consumer Staples 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
0
27
– –
-1,125,616
1
2