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
301
$277K 0.11%
22,756
-21,684
302
$276K 0.11%
+6,213
303
$274K 0.11%
+10,618
304
$273K 0.11%
+5,831
305
$273K 0.11%
+23,293
306
$271K 0.11%
+23,810
307
$270K 0.11%
6,755
-1,512
308
$270K 0.11%
+9,116
309
$269K 0.11%
+39,866
310
$265K 0.1%
+8,344
311
$264K 0.1%
+26,664
312
$263K 0.1%
9,479
-1,942
313
$263K 0.1%
23,424
+10,151
314
$263K 0.1%
+74,735
315
$261K 0.1%
+994
316
$260K 0.1%
+4,988
317
$259K 0.1%
+7,482
318
$259K 0.1%
+14,350
319
$257K 0.1%
27,508
+9,366
320
$254K 0.1%
+3,475
321
$253K 0.1%
+3,320
322
$253K 0.1%
4,559
-3,187
323
$253K 0.1%
+8,860
324
$253K 0.1%
28,210
-73,724
325
$253K 0.1%
+29,769
11 12
13
14 15