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
376
$212K 0.08%
+9,432
377
$211K 0.08%
3,041
-1,128
378
$209K 0.08%
+7,148
379
$209K 0.08%
2,972
-34,888
380
$209K 0.08%
+16,817
381
$208K 0.08%
4,440
-33,891
382
$208K 0.08%
21,949
-4,192
383
$207K 0.08%
5,408
-1,161
384
$207K 0.08%
+5,599
385
$206K 0.08%
22,516
-4,693
386
$204K 0.08%
+5,660
387
$204K 0.08%
+1,130
388
$204K 0.08%
5,852
-3,180
389
$201K 0.08%
+11,885
390
$200K 0.08%
+3,613
391
$200K 0.08%
1,198
-4,034
392
$199K 0.08%
15,909
+3,961
393
$197K 0.08%
+15,282
394
$196K 0.08%
+10,602
395
$194K 0.08%
+599
396
$194K 0.08%
+17,440
397
$194K 0.08%
+12,264
398
$193K 0.08%
43,692
-11,365
399
$192K 0.08%
+20,816
400
$191K 0.08%
16,673
+2,643
14 15
16
17 18