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
376
$514K 0.09%
+11,963
377
$512K 0.09%
+5,981
378
$511K 0.09%
+8,198
379
$510K 0.09%
+28,724
380
$507K 0.09%
+3,249
381
$506K 0.09%
12,069
-782
382
$501K 0.09%
16,118
+1,292
383
$500K 0.09%
38,541
+24,380
384
$499K 0.09%
+6,054
385
$498K 0.09%
+8,157
386
$494K 0.09%
+40,612
387
$493K 0.09%
+12,581
388
$493K 0.09%
+21,540
389
$491K 0.09%
12,398
+5,937
390
$490K 0.09%
+22,240
391
$489K 0.09%
+5,430
392
$488K 0.09%
+15,471
393
$487K 0.09%
+15,298
394
$487K 0.09%
13,630
+3,908
395
$485K 0.09%
+20,375
396
$484K 0.09%
91,445
+60,796
397
$481K 0.09%
33,560
+1,801
398
$480K 0.09%
+23,279
399
$479K 0.09%
11,091
+4,322
400
$479K 0.09%
25,118
-44,768
14 15
16
17 18