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
$255M
AUM Growth
+$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.4M
3
+$2.2M
4
TSCO icon
Tractor Supply
TSCO
+$2.09M
5
CAH icon
Cardinal Health
CAH
+$2M

Top Sells

1
+$2.27M
2
+$2.11M
3
+$1.99M
4
MXIM
Maxim Integrated Products
MXIM
+$1.84M
5
ADSK icon
Autodesk
ADSK
+$1.74M

Sector Composition

1 Healthcare 17.35%
2 Consumer Discretionary 15.99%
3 Technology 12.47%
4 Financials 12.13%
5 Industrials 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$366K 0.14%
+6,839
227
$366K 0.14%
+3,042
228
$362K 0.14%
1,832
-1,783
229
$361K 0.14%
+2,416
230
$360K 0.14%
21,919
+6,721
231
$360K 0.14%
+15,457
232
$360K 0.14%
+994
233
$359K 0.14%
6,137
+2,623
234
$359K 0.14%
6,825
-5,503
235
$358K 0.14%
+11,679
236
$356K 0.14%
+2,866
237
$356K 0.14%
5,598
+951
238
$356K 0.14%
+20,254
239
$354K 0.14%
+8,718
240
$353K 0.14%
+6,990
241
$351K 0.14%
+6,926
242
$350K 0.14%
+2,552
243
$349K 0.14%
+2,518
244
$349K 0.14%
4,434
+620
245
$345K 0.14%
+26,272
246
$342K 0.13%
+30,740
247
$334K 0.13%
+733
248
$331K 0.13%
+24,703
249
$329K 0.13%
+72,403
250
$329K 0.13%
+55,057
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