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
301
$640K 0.12%
+26,345
302
$640K 0.12%
+11,780
303
$638K 0.12%
+17,906
304
$637K 0.12%
+6,255
305
$637K 0.12%
+32,514
306
$633K 0.12%
+1,578
307
$633K 0.12%
17,535
+3,575
308
$633K 0.12%
38,185
-53,073
309
$630K 0.12%
+558
310
$629K 0.12%
4,882
+2,065
311
$628K 0.12%
34,974
-38,697
312
$626K 0.12%
+8,589
313
$624K 0.11%
+142,055
314
$622K 0.11%
5,150
+1,129
315
$620K 0.11%
+8,276
316
$615K 0.11%
9,832
-12,039
317
$614K 0.11%
+43,194
318
$612K 0.11%
+29,313
319
$612K 0.11%
+21,631
320
$609K 0.11%
+29,057
321
$607K 0.11%
13,517
-19,951
322
$607K 0.11%
+34,113
323
$606K 0.11%
15,461
+6,579
324
$605K 0.11%
16,589
+2,290
325
$602K 0.11%
+56,112
11 12
13
14 15