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
$10.5B
AUM Growth
+$906M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$251M
2 +$162M
3 +$58.5M
4
AMZN icon
Amazon
AMZN
+$18.3M
5
ABT icon
Abbott
ABT
+$15.1M

Top Sells

1 +$496M
2 +$262M
3 +$9.7M

Sector Composition

1 Consumer Discretionary 32.54%
2 Technology 25.49%
3 Financials 17.27%
4 Communication Services 12.05%
5 Healthcare 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-6,424,366