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
326
$601K 0.11%
+12,297
327
$598K 0.11%
36,525
-5,820
328
$597K 0.11%
29,225
-114,672
329
$597K 0.11%
+15,015
330
$597K 0.11%
+5,907
331
$596K 0.11%
+9,983
332
$595K 0.11%
+23,385
333
$594K 0.11%
+18,689
334
$592K 0.11%
26,046
+10,378
335
$590K 0.11%
+29,463
336
$590K 0.11%
39,651
+27,694
337
$587K 0.11%
+15,115
338
$586K 0.11%
31,021
-37,527
339
$586K 0.11%
+12,878
340
$582K 0.11%
26,546
-17,782
341
$581K 0.11%
+12,104
342
$578K 0.11%
+49,499
343
$577K 0.11%
7,417
+4,484
344
$576K 0.11%
13,614
-4,417
345
$575K 0.11%
+4,779
346
$575K 0.11%
+43,025
347
$573K 0.11%
+29,296
348
$571K 0.1%
+7,137
349
$570K 0.1%
+44,497
350
$564K 0.1%
+51,357
12 13
14
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