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
351
$230K 0.09%
+5,535
352
$230K 0.09%
31,834
+1,548
353
$230K 0.09%
+1,240
354
$230K 0.09%
+9,468
355
$229K 0.09%
+19,185
356
$229K 0.09%
+4,816
357
$225K 0.09%
+29,064
358
$225K 0.09%
+19,883
359
$225K 0.09%
+1,845
360
$225K 0.09%
14,440
+2,334
361
$224K 0.09%
+12,895
362
$224K 0.09%
+1,827
363
$223K 0.09%
+31,357
364
$221K 0.09%
+18,538
365
$221K 0.09%
+22,146
366
$220K 0.09%
+28,924
367
$220K 0.09%
+16,732
368
$218K 0.09%
+6,018
369
$218K 0.09%
+940
370
$217K 0.09%
+26,466
371
$217K 0.09%
+3,808
372
$217K 0.09%
14,750
-3,760
373
$216K 0.09%
+21,165
374
$216K 0.09%
+693
375
$212K 0.08%
+9,207