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
276
$239K 0.12%
+8,251
277
$236K 0.12%
+11,511
278
$236K 0.12%
+7,773
279
$235K 0.12%
+6,595
280
$233K 0.12%
+733
281
$233K 0.12%
25,182
-8,892
282
$232K 0.12%
+25,994
283
$231K 0.12%
+38,779
284
$229K 0.12%
139
-114
285
$227K 0.12%
6,014
-19,168
286
$227K 0.12%
+6,436
287
$226K 0.12%
2,110
+568
288
$224K 0.11%
+3,465
289
$222K 0.11%
10,855
-13,016
290
$222K 0.11%
42,879
+29,561
291
$221K 0.11%
+2,258
292
$221K 0.11%
1,321
-8,385
293
$220K 0.11%
+4,004
294
$219K 0.11%
+18,900
295
$219K 0.11%
+2,445
296
$216K 0.11%
9,138
-37,849
297
$216K 0.11%
+12,809
298
$215K 0.11%
7,119
-283
299
$213K 0.11%
+14,876
300
$212K 0.11%
+12,812
10 11
12
13 14