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
251
$275K 0.14%
5,281
-14,069
252
$275K 0.14%
29,067
-20,809
253
$275K 0.14%
+17,203
254
$272K 0.14%
3,814
-15,584
255
$271K 0.14%
+7,982
256
$270K 0.14%
+10,839
257
$270K 0.14%
+22,496
258
$268K 0.14%
+2,572
259
$268K 0.14%
34,812
-153,211
260
$268K 0.14%
+37,518
261
$267K 0.14%
+15,959
262
$263K 0.13%
+7,746
263
$262K 0.13%
11,834
-2,140
264
$262K 0.13%
+5,782
265
$261K 0.13%
+4,916
266
$260K 0.13%
+18,040
267
$258K 0.13%
+4,647
268
$254K 0.13%
2,145
-4,548
269
$254K 0.13%
+35,227
270
$253K 0.13%
4,530
-8,712
271
$253K 0.13%
+12,615
272
$251K 0.13%
+30,913
273
$246K 0.13%
+13,558
274
$242K 0.12%
+7,422
275
$242K 0.12%
+5,027
9 10
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