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
$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
1
$1.3B 12.4%
7,292,024
-2,781,410
2
$788M 7.51%
2,908,770
3
$697M 6.65%
3,074,483
4
$610M 5.82%
3,546,240
+106,240
5
$603M 5.75%
4,400,000
6
$522M 4.97%
1,500,000
7
$481M 4.59%
6,025,000
8
$467M 4.45%
1,115
9
$412M 3.93%
10,000,000
10
$384M 3.66%
2,470,000
11
$376M 3.59%
1,610,000
12
$376M 3.58%
3,000,000
13
$366M 3.49%
3,000,000
14
$366M 3.49%
2,220,000
15
$363M 3.46%
620,000
16
$345M 3.29%
6,500,000
17
$324M 3.09%
2,100,000
18
$324M 3.09%
1,100,000
19
$311M 2.97%
2,100,000
20
$292M 2.78%
1,010,000
+560,000
21
$251M 2.39%
+456,927
22
$241M 2.3%
2,080,000
+130,000
23
$172M 1.64%
38,160,980
24
$115M 1.1%
3,270,743
+1,661,064
25
-1,743,098