WCM

Weld Capital Management Portfolio holdings

AUM $98.8M
1-Year Est. Return 52.93%
This Quarter Est. Return
1 Year Est. Return
+52.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$445M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$2.71M
3
+$2.71M
4
CL icon
Colgate-Palmolive
CL
+$2.69M
5
TMX
Terminix Global Holdings, Inc.
TMX
+$2.69M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 17.24%
2 Industrials 12.89%
3 Technology 12.78%
4 Financials 12.07%
5 Healthcare 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$720K 0.16%
+32,596
227
$718K 0.16%
+4,538
228
$717K 0.16%
+38,278
229
$715K 0.16%
+49,795
230
$714K 0.16%
+6,128
231
$713K 0.16%
+8,054
232
$710K 0.16%
+52,388
233
$706K 0.16%
+17,853
234
$702K 0.16%
+4,387
235
$702K 0.16%
+15,581
236
$698K 0.16%
+20,281
237
$696K 0.16%
+12,692
238
$692K 0.16%
+64,901
239
$690K 0.16%
+11,014
240
$689K 0.16%
+8,275
241
$685K 0.15%
+27,731
242
$684K 0.15%
+26,336
243
$683K 0.15%
+27,513
244
$682K 0.15%
+46,592
245
$681K 0.15%
+25,685
246
$679K 0.15%
+9,574
247
$679K 0.15%
+15,491
248
$676K 0.15%
+16,784
249
$674K 0.15%
+6,604
250
$673K 0.15%
+100,414
8 9
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