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
$196M
AUM Growth
-$323M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
830
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$2.04M
3
+$1.84M
4
ARI
Apollo Commercial Real Estate
ARI
+$1.78M
5
HAE icon
Haemonetics
HAE
+$1.72M

Top Sells

1
+$3.23M
2
+$3.23M
3
+$3.23M
4
JBL icon
Jabil
JBL
+$3.23M
5
FLR icon
Fluor
FLR
+$3.22M

Sector Composition

1 Technology 18.08%
2 Healthcare 13.99%
3 Financials 11.7%
4 Real Estate 10.74%
5 Industrials 10.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$310K 0.16%
+4,448
227
$309K 0.16%
+26,551
228
$306K 0.16%
+5,802
229
$305K 0.16%
+979
230
$302K 0.15%
5,284
-2,665
231
$296K 0.15%
43,712
+31,675
232
$294K 0.15%
2,461
-6,664
233
$294K 0.15%
3,512
+1,122
234
$294K 0.15%
+3,859
235
$292K 0.15%
6,868
-13,270
236
$291K 0.15%
+8,267
237
$291K 0.15%
+6,953
238
$290K 0.15%
+3,386
239
$290K 0.15%
+3,656
240
$290K 0.15%
+16,008
241
$290K 0.15%
+2,727
242
$286K 0.15%
+13,101
243
$285K 0.15%
11,785
-20,563
244
$281K 0.14%
+1,782
245
$281K 0.14%
7,013
-25,902
246
$281K 0.14%
9,296
+3,560
247
$279K 0.14%
+22,465
248
$278K 0.14%
10,793
-1,100
249
$277K 0.14%
6,585
-11,456
250
$276K 0.14%
+8,620
8 9
10
11 12