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
276
$316K 0.12%
+12,166
277
$316K 0.12%
+27,656
278
$315K 0.12%
+5,354
279
$313K 0.12%
+5,673
280
$311K 0.12%
+4,062
281
$311K 0.12%
43,663
-79,628
282
$311K 0.12%
+4,037
283
$308K 0.12%
+10,486
284
$307K 0.12%
+27,409
285
$306K 0.12%
+3,671
286
$306K 0.12%
+14,751
287
$306K 0.12%
+13,735
288
$302K 0.12%
+13,356
289
$300K 0.12%
+7,616
290
$299K 0.12%
+16,035
291
$299K 0.12%
+10,839
292
$295K 0.12%
+1,415
293
$295K 0.12%
+22,298
294
$293K 0.12%
20,145
+8,945
295
$292K 0.12%
+3,848
296
$289K 0.11%
+1,528
297
$288K 0.11%
+5,464
298
$287K 0.11%
+5,779
299
$285K 0.11%
+12,929
300
$284K 0.11%
+6,208
10 11
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