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
251
$355K 0.14%
+2,558
252
$353K 0.14%
+8,512
253
$350K 0.14%
+5,996
254
$349K 0.14%
12,445
+3,329
255
$349K 0.14%
+12,046
256
$349K 0.14%
+2,765
257
$347K 0.14%
31,184
+18,275
258
$343K 0.14%
+11,360
259
$339K 0.13%
6,402
+1,414
260
$336K 0.13%
+2,736
261
$335K 0.13%
+11,672
262
$335K 0.13%
+8,458
263
$334K 0.13%
+23,053
264
$331K 0.13%
+19,799
265
$330K 0.13%
+7,625
266
$329K 0.13%
+3,948
267
$329K 0.13%
+29,725
268
$328K 0.13%
+2,313
269
$328K 0.13%
+14,819
270
$327K 0.13%
9,079
-17,026
271
$321K 0.13%
+71,390
272
$321K 0.13%
+1,657
273
$321K 0.13%
+8,886
274
$320K 0.13%
+4,810
275
$319K 0.13%
+2,625
9 10
11
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