WT
Wellcome Trust Portfolio holdings
AUM
$8.67B
1-Year Return
21.23%
This Quarter Return
+12.44%
1 Year Return
+21.23%
3 Year Return
+70.19%
5 Year Return
+91.77%
10 Year Return
+339.01%
AUM
$10.5B
AUM Growth
+$906M
(+9.5%)
Cap. Flow
-$263M
Cap. Flow
% of AUM
-2.51%
Top 10 Holdings %
Top 10 Hldgs %
59.73%
Holding
26
New
1
Increased
4
Reduced
1
Closed
2
Top Buys
| 1 |
ServiceNow
NOW
|
$251M |
| 2 |
Linde
LIN
|
$162M |
| 3 |
Keurig Dr Pepper
KDP
|
$58.5M |
| 4 |
Amazon
AMZN
|
$18.3M |
| 5 |
Abbott
ABT
|
$15.1M |
Top Sells
| 1 |
DoorDash
DASH
|
$496M |
| 2 |
VMW
VMware, Inc
VMW
|
$262M |
| 3 |
CSLT
CASTLIGHT HEALTH, INC.
CSLT
|
$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% |