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
$544M
AUM Growth
-$4.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,058
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$2.75M
3
+$2.71M
4
GLPI icon
Gaming and Leisure Properties
GLPI
+$2.69M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$2.64M

Top Sells

1
+$3.23M
2
+$3.04M
3
+$2.81M
4
CUZ icon
Cousins Properties
CUZ
+$2.7M
5
CE icon
Celanese
CE
+$2.67M

Sector Composition

1 Consumer Discretionary 18.87%
2 Financials 12.98%
3 Technology 12.44%
4 Healthcare 9.37%
5 Industrials 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$843K 0.15%
17,266
-3,973
227
$838K 0.15%
+1,370
228
$837K 0.15%
6,492
-11,896
229
$837K 0.15%
+81,836
230
$836K 0.15%
+33,810
231
$836K 0.15%
+71,017
232
$832K 0.15%
124,923
+78,251
233
$831K 0.15%
+21,495
234
$831K 0.15%
+13,274
235
$828K 0.15%
+28,587
236
$827K 0.15%
14,677
+4,060
237
$817K 0.15%
+11,546
238
$814K 0.15%
8,985
-17,011
239
$814K 0.15%
26,768
-15,783
240
$813K 0.15%
5,273
+2,385
241
$810K 0.15%
+13,187
242
$808K 0.15%
9,751
-3,617
243
$805K 0.15%
25,465
+12,601
244
$804K 0.15%
5,556
+2,363
245
$804K 0.15%
+50,396
246
$800K 0.15%
+40,878
247
$797K 0.15%
+10,569
248
$794K 0.15%
4,748
-3,912
249
$785K 0.14%
+12,317
250
$785K 0.14%
+22,614
8 9
10
11 12