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
376
$97K 0.05%
+20,132
377
$96K 0.05%
+1,834
378
$96K 0.05%
+11,594
379
$93K 0.05%
16,937
-16,420
380
$92K 0.05%
+12,663
381
$89K 0.05%
+22,331
382
$87K 0.04%
17,203
-33,606
383
$87K 0.04%
+17,543
384
$83K 0.04%
+10,818
385
$81K 0.04%
+20,362
386
$81K 0.04%
17,773
-53,160
387
$79K 0.04%
+10,815
388
$77K 0.04%
12,803
-42,790
389
$76K 0.04%
21,095
-32,989
390
$73K 0.04%
+703
391
$70K 0.04%
+17,255
392
$69K 0.04%
+14,539
393
$66K 0.03%
13,107
-20,276
394
$66K 0.03%
+1,332
395
$65K 0.03%
+12,361
396
$63K 0.03%
+10,411
397
$61K 0.03%
10,802
-2,904
398
$44K 0.02%
+13,357
399
– –
-30,301
400
– –
-14,647
14 15
16
17 18