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
301
$572K 0.13%
+21,718
302
$568K 0.13%
+1,898
303
$567K 0.13%
+28,187
304
$566K 0.13%
+4,378
305
$561K 0.13%
+10,928
306
$561K 0.13%
+24,134
307
$558K 0.13%
+18,314
308
$558K 0.13%
+45,470
309
$556K 0.13%
+9,357
310
$553K 0.12%
+31,877
311
$551K 0.12%
+14,423
312
$550K 0.12%
+12,639
313
$550K 0.12%
+26,918
314
$548K 0.12%
+4,170
315
$547K 0.12%
+30,514
316
$546K 0.12%
+19,945
317
$545K 0.12%
+5,105
318
$544K 0.12%
+3,539
319
$541K 0.12%
+10,670
320
$541K 0.12%
+51,594
321
$538K 0.12%
+15,742
322
$534K 0.12%
+7,569
323
$531K 0.12%
+10,680
324
$531K 0.12%
+23,240
325
$530K 0.12%
+47,996
11 12
13
14 15