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

Top Buys

1 +$14.7M
2 +$7.18M
3 +$6.11M
4
MS icon
Morgan Stanley
MS
+$2.48M
5
BABA icon
Alibaba
BABA
+$844K

Top Sells

1 +$45.7M
2 +$9.61M
3 +$9.49M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.34M
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