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
276
$630K 0.14%
+6,296
277
$625K 0.14%
+7,339
278
$620K 0.14%
+26,338
279
$619K 0.14%
+8,585
280
$619K 0.14%
+181,420
281
$615K 0.14%
+58,797
282
$614K 0.14%
+21,123
283
$612K 0.14%
+52,177
284
$612K 0.14%
+8,566
285
$611K 0.14%
+13,682
286
$611K 0.14%
+63,803
287
$603K 0.14%
+19,958
288
$602K 0.14%
+19,887
289
$596K 0.13%
+16,060
290
$596K 0.13%
+26,357
291
$594K 0.13%
+35,388
292
$592K 0.13%
+25,412
293
$589K 0.13%
+11,795
294
$589K 0.13%
+3,687
295
$588K 0.13%
+4,553
296
$585K 0.13%
+28,785
297
$583K 0.13%
+5,071
298
$582K 0.13%
+908
299
$578K 0.13%
+17,972
300
$577K 0.13%
+31,233
10 11
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