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
301
$211K 0.11%
+719
302
$211K 0.11%
+7,318
303
$210K 0.11%
+30,635
304
$208K 0.11%
21,987
-29,524
305
$208K 0.11%
+1,467
306
$206K 0.11%
+3,514
307
$206K 0.11%
4,373
-5,378
308
$206K 0.11%
+10,296
309
$206K 0.11%
+3,751
310
$205K 0.1%
+8,588
311
$204K 0.1%
+11,878
312
$204K 0.1%
+28,433
313
$203K 0.1%
+5,795
314
$203K 0.1%
+18,142
315
$203K 0.1%
+26,508
316
$202K 0.1%
+20,786
317
$202K 0.1%
18,471
+1,156
318
$200K 0.1%
+14,780
319
$199K 0.1%
17,524
-14,383
320
$197K 0.1%
+30,122
321
$196K 0.1%
+22,261
322
$194K 0.1%
11,421
-19,240
323
$194K 0.1%
+20,523
324
$193K 0.1%
48,281
-40,099
325
$190K 0.1%
+13,025
11 12
13
14 15