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
276
$700K 0.13%
+1,388
277
$694K 0.13%
+5,386
278
$694K 0.13%
+115,080
279
$689K 0.13%
92,423
+79,514
280
$689K 0.13%
+2,443
281
$689K 0.13%
+22,987
282
$683K 0.13%
41,287
+2,511
283
$681K 0.13%
+33,435
284
$679K 0.12%
13,475
+507
285
$677K 0.12%
+40,407
286
$675K 0.12%
+14,327
287
$673K 0.12%
+19,611
288
$672K 0.12%
8,829
-8,640
289
$666K 0.12%
46,894
-30,639
290
$664K 0.12%
+36,817
291
$664K 0.12%
+9,191
292
$662K 0.12%
20,059
-12,801
293
$662K 0.12%
+84,039
294
$661K 0.12%
67,353
-12,971
295
$660K 0.12%
36,165
-20,968
296
$654K 0.12%
+22,941
297
$649K 0.12%
+10,407
298
$647K 0.12%
+29,740
299
$646K 0.12%
+13,000
300
$645K 0.12%
22,260
+1,189
10 11
12
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