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
$9.57B
AUM Growth
-$969M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$105M
2 +$74M
3 +$68.5M
4
NOW icon
ServiceNow
NOW
+$24M
5
DASH icon
DoorDash
DASH
+$15.5M

Top Sells

1 +$107M
2 +$82.4M
3 +$36.7M
4
MSFT icon
Microsoft
MSFT
+$30.8M
5
META icon
Meta Platforms (Facebook)
META
+$22.2M

Sector Composition

1 Technology 30.62%
2 Consumer Discretionary 23.36%
3 Financials 19.76%
4 Communication Services 11.99%
5 Healthcare 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-660,312