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
$255M
AUM Growth
+$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.4M
3
+$2.2M
4
TSCO icon
Tractor Supply
TSCO
+$2.09M
5
CAH icon
Cardinal Health
CAH
+$2M

Top Sells

1
+$2.27M
2
+$2.11M
3
+$1.99M
4
MXIM
Maxim Integrated Products
MXIM
+$1.84M
5
ADSK icon
Autodesk
ADSK
+$1.74M

Sector Composition

1 Healthcare 17.35%
2 Consumer Discretionary 15.99%
3 Technology 12.47%
4 Financials 12.13%
5 Industrials 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$225K 0.09%
+10,582
352
$224K 0.09%
+22,026
353
$223K 0.09%
+5,954
354
$222K 0.09%
+25,707
355
$221K 0.09%
+12,612
356
$220K 0.09%
+975
357
$220K 0.09%
+3,678
358
$219K 0.09%
+1,581
359
$219K 0.09%
+3,822
360
$218K 0.09%
+9,136
361
$217K 0.09%
+10,712
362
$217K 0.09%
+22,137
363
$216K 0.08%
+3,922
364
$215K 0.08%
+7,819
365
$214K 0.08%
+11,239
366
$214K 0.08%
+25,056
367
$213K 0.08%
+6,637
368
$212K 0.08%
+1,584
369
$212K 0.08%
+7,842
370
$212K 0.08%
+15,747
371
$211K 0.08%
+6,569
372
$211K 0.08%
+5,102
373
$211K 0.08%
29,213
-7,097
374
$210K 0.08%
+12,028
375
$210K 0.08%
+24,255
13 14
15
16 17