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
$255M
AUM Growth
+$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.4M
3
+$2.2M
4
TSCO icon
Tractor Supply
TSCO
+$2.09M
5
CAH icon
Cardinal Health
CAH
+$2M

Top Sells

1
+$2.27M
2
+$2.11M
3
+$1.99M
4
MXIM
Maxim Integrated Products
MXIM
+$1.84M
5
ADSK icon
Autodesk
ADSK
+$1.74M

Sector Composition

1 Healthcare 17.35%
2 Consumer Discretionary 15.99%
3 Technology 12.47%
4 Financials 12.13%
5 Industrials 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$304K 0.12%
28,295
-12,993
277
$304K 0.12%
+5,269
278
$303K 0.12%
1,561
-8,571
279
$303K 0.12%
+8,223
280
$303K 0.12%
+13,028
281
$302K 0.12%
8,583
-30,493
282
$301K 0.12%
+2,703
283
$297K 0.12%
+5,446
284
$296K 0.12%
+2,863
285
$296K 0.12%
6,522
-2,774
286
$295K 0.12%
+4,028
287
$294K 0.12%
+27,141
288
$292K 0.11%
+29,229
289
$292K 0.11%
+12,360
290
$292K 0.11%
+12,180
291
$291K 0.11%
807
-825
292
$291K 0.11%
1,616
-2,576
293
$290K 0.11%
+15,885
294
$290K 0.11%
+7,520
295
$289K 0.11%
+4,205
296
$286K 0.11%
+35,099
297
$281K 0.11%
+16,056
298
$280K 0.11%
8,592
-5,846
299
$280K 0.11%
+9,032
300
$279K 0.11%
+14,909
10 11
12
13 14