WT

Wellcome Trust Portfolio holdings

AUM $8.67B
1-Year Est. Return 21.23%
This Quarter Est. Return
1 Year Est. Return
+21.23%
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 +$126M
2 +$103M
3 +$68.1M
4
KDP icon
Keurig Dr Pepper
KDP
+$55.3M
5
JNJ icon
Johnson & Johnson
JNJ
+$36.2M

Top Sells

1 +$370M
2 +$124M
3 +$97.7M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$71.4M
5
BAC icon
Bank of America
BAC
+$38.7M

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