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
326
$185K 0.09%
+44,189
327
$181K 0.09%
+12,482
328
$180K 0.09%
23,720
+6,146
329
$176K 0.09%
+32,571
330
$173K 0.09%
28,013
+522
331
$172K 0.09%
+11,909
332
$170K 0.09%
+12,318
333
$170K 0.09%
+36,310
334
$168K 0.09%
+31,201
335
$167K 0.09%
+15,198
336
$165K 0.08%
+19,855
337
$159K 0.08%
17,215
+6,205
338
$159K 0.08%
14,819
-19,321
339
$156K 0.08%
+17,140
340
$155K 0.08%
13,054
-17,229
341
$154K 0.08%
10,095
-9,755
342
$153K 0.08%
+11,085
343
$152K 0.08%
+31,198
344
$150K 0.08%
+15,510
345
$141K 0.07%
10,838
-2,676
346
$140K 0.07%
13,677
+2,907
347
$139K 0.07%
+13,364
348
$134K 0.07%
+28,068
349
$132K 0.07%
+12,112
350
$131K 0.07%
+10,152
12 13
14
15 16