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
$9.58B
AUM Growth
-$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$117M
2 +$102M
3 +$69.7M
4
KDP icon
Keurig Dr Pepper
KDP
+$52.2M
5
JNJ icon
Johnson & Johnson
JNJ
+$35.6M

Top Sells

1 +$473M
2 +$135M
3 +$103M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$67.8M
5
BAC icon
Bank of America
BAC
+$34.5M

Sector Composition

1 Consumer Discretionary 34.83%
2 Technology 25.36%
3 Financials 17.49%
4 Communication Services 11.08%
5 Healthcare 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-143,000