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
351
$491K 0.11%
+23,833
352
$490K 0.11%
+21,945
353
$488K 0.11%
+21,763
354
$487K 0.11%
+28,584
355
$484K 0.11%
+32,958
356
$484K 0.11%
+2,567
357
$484K 0.11%
+32,564
358
$483K 0.11%
+7,728
359
$483K 0.11%
+14,655
360
$482K 0.11%
+7,717
361
$481K 0.11%
+27,414
362
$480K 0.11%
+77,531
363
$479K 0.11%
+52,454
364
$479K 0.11%
+8,929
365
$479K 0.11%
+40,260
366
$474K 0.11%
+8,831
367
$473K 0.11%
+11,877
368
$471K 0.11%
+7,051
369
$469K 0.11%
+28,643
370
$468K 0.11%
+8,528
371
$466K 0.1%
+22,818
372
$462K 0.1%
+107,743
373
$462K 0.1%
+54,175
374
$461K 0.1%
+3,844
375
$457K 0.1%
+6,051
13 14
15
16 17