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
326
$252K 0.1%
6,488
-1,783
327
$252K 0.1%
+10,895
328
$250K 0.1%
+6,360
329
$248K 0.1%
+33,653
330
$246K 0.1%
+23,247
331
$245K 0.1%
+7,441
332
$245K 0.1%
+21,864
333
$243K 0.1%
29,476
-293
334
$242K 0.1%
+15,238
335
$241K 0.1%
4,634
-22,484
336
$240K 0.09%
+4,844
337
$240K 0.09%
+4,048
338
$239K 0.09%
23,991
-6,749
339
$239K 0.09%
+3,976
340
$238K 0.09%
+23,830
341
$238K 0.09%
+25,194
342
$237K 0.09%
16,991
-65,085
343
$236K 0.09%
+9,376
344
$235K 0.09%
+13,510
345
$234K 0.09%
+7,782
346
$233K 0.09%
+7,275
347
$233K 0.09%
19,460
-3,964
348
$233K 0.09%
+6,131
349
$231K 0.09%
3,825
-44,056
350
$231K 0.09%
+954
12 13
14
15 16