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
376
$209K 0.08%
+8,194
377
$208K 0.08%
+7,433
378
$207K 0.08%
+4,695
379
$207K 0.08%
+4,590
380
$207K 0.08%
+5,103
381
$206K 0.08%
+13,512
382
$205K 0.08%
1,175
-292
383
$205K 0.08%
+7,369
384
$204K 0.08%
+5,254
385
$203K 0.08%
2,510
-4,434
386
$202K 0.08%
+33,639
387
$200K 0.08%
+1,763
388
$200K 0.08%
+7,729
389
$198K 0.08%
+18,510
390
$196K 0.08%
+15,132
391
$195K 0.08%
+16,421
392
$194K 0.08%
26,141
+15,730
393
$191K 0.07%
25,730
+12,623
394
$185K 0.07%
12,106
-24,859
395
$182K 0.07%
9,047
-1,048
396
$181K 0.07%
+11,375
397
$177K 0.07%
+11,487
398
$177K 0.07%
+11,200
399
$177K 0.07%
+29,331
400
$172K 0.07%
+24,610
14 15
16
17 18