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
251
$673K 0.15%
+10,178
252
$671K 0.15%
+11,590
253
$670K 0.15%
+2,782
254
$669K 0.15%
+7,818
255
$668K 0.15%
+15,353
256
$666K 0.15%
+14,679
257
$665K 0.15%
+40,270
258
$659K 0.15%
+20,489
259
$658K 0.15%
+9,909
260
$656K 0.15%
+18,849
261
$655K 0.15%
+12,834
262
$654K 0.15%
+30,353
263
$654K 0.15%
+7,173
264
$654K 0.15%
+11,075
265
$651K 0.15%
+11,158
266
$650K 0.15%
+21,046
267
$649K 0.15%
+33,489
268
$647K 0.15%
+16,531
269
$645K 0.15%
+10,563
270
$642K 0.14%
+14,006
271
$640K 0.14%
+14,652
272
$638K 0.14%
+16,134
273
$637K 0.14%
+10,268
274
$636K 0.14%
+6,428
275
$633K 0.14%
+42,964
9 10
11
12 13