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
$254M
AUM Growth
-$1.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
729
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.46M
3
+$2.12M
4
TPH icon
Tri Pointe Homes
TPH
+$2.06M
5
TSLA icon
Tesla
TSLA
+$1.87M

Top Sells

1
+$2.66M
2
+$2.45M
3
+$1.97M
4
PCRX icon
Pacira BioSciences
PCRX
+$1.97M
5
CRI icon
Carter's
CRI
+$1.95M

Sector Composition

1 Consumer Discretionary 23.49%
2 Healthcare 12.55%
3 Industrials 12%
4 Financials 10.98%
5 Technology 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$399K 0.16%
+13,851
227
$396K 0.16%
+8,555
228
$396K 0.16%
+6,147
229
$391K 0.15%
1,930
-4,904
230
$391K 0.15%
+6,392
231
$388K 0.15%
+3,419
232
$386K 0.15%
1,693
-3,466
233
$384K 0.15%
+3,071
234
$384K 0.15%
+20,326
235
$383K 0.15%
+14,110
236
$379K 0.15%
15,092
+3,413
237
$379K 0.15%
+20,024
238
$375K 0.15%
+4,001
239
$373K 0.15%
1,813
+1,417
240
$372K 0.15%
+15,910
241
$370K 0.15%
+6,331
242
$368K 0.15%
+15,977
243
$365K 0.14%
+17,891
244
$365K 0.14%
6,184
+2,709
245
$365K 0.14%
+17,247
246
$363K 0.14%
+2,783
247
$360K 0.14%
+1,554
248
$359K 0.14%
+2,449
249
$358K 0.14%
10,990
-22,279
250
$355K 0.14%
+26,218
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