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
351
$562K 0.1%
22,427
+8,304
352
$562K 0.1%
+3,517
353
$557K 0.1%
+17,023
354
$557K 0.1%
+4,506
355
$553K 0.1%
+30,357
356
$551K 0.1%
7,861
-10,523
357
$547K 0.1%
15,197
-13,607
358
$545K 0.1%
3,914
+1,424
359
$545K 0.1%
+4,798
360
$544K 0.1%
+22,592
361
$542K 0.1%
20,349
-2,575
362
$540K 0.1%
+22,586
363
$537K 0.1%
25,654
+12,991
364
$534K 0.1%
+10,447
365
$533K 0.1%
11,551
-3,486
366
$532K 0.1%
+19,487
367
$529K 0.1%
+2,938
368
$529K 0.1%
8,849
+2,836
369
$528K 0.1%
+14,860
370
$524K 0.1%
+4,301
371
$522K 0.1%
+5,490
372
$519K 0.1%
+15,857
373
$518K 0.1%
45,746
-89,372
374
$516K 0.09%
94,685
+45,367
375
$515K 0.09%
+32,660
13 14
15
16 17