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
251
$785K 0.14%
13,995
+4,714
252
$783K 0.14%
+84,832
253
$775K 0.14%
+21,487
254
$771K 0.14%
21,060
-22,382
255
$771K 0.14%
+17,278
256
$761K 0.14%
42,447
-42,529
257
$750K 0.14%
+14,342
258
$746K 0.14%
15,625
-37,509
259
$745K 0.14%
6,368
-1,399
260
$740K 0.14%
+4,042
261
$739K 0.14%
+14,587
262
$738K 0.14%
+43,872
263
$736K 0.14%
18,275
-23,621
264
$735K 0.14%
+23,929
265
$726K 0.13%
22,701
-59,664
266
$725K 0.13%
45,742
-726
267
$725K 0.13%
+50,700
268
$724K 0.13%
25,338
+2,590
269
$722K 0.13%
+50,978
270
$721K 0.13%
26,697
+14,908
271
$714K 0.13%
+46,300
272
$712K 0.13%
+30,434
273
$712K 0.13%
+11,057
274
$711K 0.13%
+16,226
275
$704K 0.13%
+16,130
9 10
11
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