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
376
$456K 0.1%
+5,111
377
$456K 0.1%
+14,992
378
$454K 0.1%
+8,506
379
$453K 0.1%
+19,069
380
$453K 0.1%
+19,927
381
$453K 0.1%
+4,224
382
$452K 0.1%
+6,939
383
$451K 0.1%
+18,884
384
$448K 0.1%
+4,567
385
$447K 0.1%
+4,655
386
$446K 0.1%
+19,809
387
$445K 0.1%
+5,782
388
$444K 0.1%
+29,411
389
$444K 0.1%
+3,358
390
$444K 0.1%
+17,217
391
$443K 0.1%
+7,227
392
$443K 0.1%
+10,072
393
$439K 0.1%
+24,134
394
$439K 0.1%
+23,293
395
$438K 0.1%
+3,533
396
$435K 0.1%
+18,412
397
$435K 0.1%
+8,970
398
$435K 0.1%
+5,273
399
$432K 0.1%
+7,862
400
$430K 0.1%
+5,563
14 15
16
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