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
326
$529K 0.12%
+38,357
327
$528K 0.12%
+12,170
328
$528K 0.12%
+5,242
329
$527K 0.12%
+5,136
330
$526K 0.12%
+10,375
331
$523K 0.12%
+10,369
332
$523K 0.12%
+6,237
333
$523K 0.12%
+15,730
334
$522K 0.12%
+48,070
335
$521K 0.12%
+10,140
336
$520K 0.12%
+14,220
337
$519K 0.12%
+12,645
338
$519K 0.12%
+3,786
339
$519K 0.12%
+71,161
340
$518K 0.12%
+21,280
341
$513K 0.12%
+4,778
342
$513K 0.12%
+7,998
343
$509K 0.11%
+12,622
344
$506K 0.11%
+52,290
345
$506K 0.11%
+22,929
346
$502K 0.11%
+8,125
347
$501K 0.11%
+47,117
348
$500K 0.11%
+18,717
349
$494K 0.11%
+9,713
350
$491K 0.11%
+5,106
12 13
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