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
301
$283K 0.11%
+7,674
302
$281K 0.11%
+2,648
303
$281K 0.11%
11,968
-17,754
304
$279K 0.11%
+1,601
305
$278K 0.11%
+2,849
306
$278K 0.11%
+4,927
307
$272K 0.11%
+6,410
308
$271K 0.11%
+11,368
309
$266K 0.1%
+12,090
310
$266K 0.1%
+5,961
311
$264K 0.1%
+18,888
312
$263K 0.1%
+1,889
313
$259K 0.1%
6,394
-274
314
$259K 0.1%
20,982
+457
315
$257K 0.1%
4,302
-217
316
$257K 0.1%
+15,682
317
$257K 0.1%
20,899
-18,312
318
$256K 0.1%
13,883
+1,800
319
$256K 0.1%
43,886
+4,020
320
$255K 0.1%
+5,043
321
$254K 0.1%
+12,950
322
$254K 0.1%
+16,360
323
$254K 0.1%
18,459
+6,431
324
$253K 0.1%
+7,302
325
$253K 0.1%
+6,653
11 12
13
14 15