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
351
$130K 0.07%
+14,467
352
$129K 0.07%
+22,888
353
$127K 0.06%
+15,748
354
$126K 0.06%
+11,726
355
$126K 0.06%
+14,877
356
$124K 0.06%
+14,625
357
$122K 0.06%
+14,785
358
$120K 0.06%
+13,273
359
$118K 0.06%
12,993
-31,308
360
$117K 0.06%
758
-2,061
361
$116K 0.06%
+14,072
362
$115K 0.06%
+13,180
363
$115K 0.06%
+18,864
364
$112K 0.06%
+11,575
365
$111K 0.06%
+25,664
366
$111K 0.06%
+13,575
367
$110K 0.06%
15,982
-100,575
368
$106K 0.05%
+14,675
369
$104K 0.05%
+21,061
370
$104K 0.05%
+11,679
371
$103K 0.05%
1,373
-1,973
372
$100K 0.05%
+1,554
373
$100K 0.05%
+10,575
374
$98K 0.05%
+27,154
375
$98K 0.05%
+15,127
13 14
15
16 17