WT

Wellcome Trust Portfolio holdings

AUM $8.09B
1-Year Est. Return 8.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.5B
AUM Growth
+$421M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$157M
2
+$66.7M
3
+$26.2M
4
DNUT icon
Krispy Kreme
DNUT
+$23.7M
5
XP icon
XP
XP
+$21.5M

Top Sells

1
+$122M
2
+$48.3M
3
+$35.3M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$33.2M
5
AAPL icon
Apple
AAPL
+$30M

Sector Composition

1 Technology 30.42%
2 Consumer Discretionary 23.68%
3 Financials 19.16%
4 Communication Services 13.03%
5 Healthcare 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19M 0.18%
+660,312
27
– –
-3,581,507
1
2