WCM
Weld Capital Management Portfolio holdings
AUM
$98.8M
1-Year Est. Return
52.93%
1 Year Est. Return
+52.93%
AUM
$98.8M
AUM Growth
-$138M
(-58%)
Holding
417
Top Buys
| 1 | +$1.8M | |
| 2 | +$1.67M | |
| 3 | +$1.5M | |
| 4 |
Procter & Gamble
PG
|
+$1.3M |
| 5 |
Starbucks
SBUX
|
+$1.16M |
Top Sells
| 1 | +$3.71M | |
| 2 | +$3.49M | |
| 3 | +$3.32M | |
| 4 |
O'Reilly Automotive
ORLY
|
+$3.31M |
| 5 |
Union Pacific
UNP
|
+$2.42M |
Sector Composition
| 1 | Consumer Discretionary | 18.76% |
| 2 | Financials | 17.33% |
| 3 | Technology | 15.58% |
| 4 | Industrials | 9.61% |
| 5 | Communication Services | 8.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
401
Fox Class A
FOXA
$31.9B
| – | – |
-8,265
|
|
||
402
First Industrial Realty Trust
FR
$7.7B
| – | – |
-5,316
|
|
||
403
Federal Realty Investment Trust
FRT
$8.75B
| – | – |
-15,767
|
|
||
404
Frontdoor
FTDR
$4.1B
| – | – |
-6,886
|
|
||
405
Honeywell
HON
$126B
| – | – |
-7,844
|
|
||
406
H&R Block
HRB
$5.53B
| – | – |
-52,929
|
|
||
407
IBM
IBM
$281B
| – | – |
-4,398
|
|
||
408
IDEX
IEX
$13.3B
| – | – |
-7,391
|
|
||
409
Illumina
ILMN
$20.6B
| – | – |
-819
|
|
||
410
Ingersoll Rand
IR
$31.3B
| – | – |
-7,221
|
|
||
411
ITT
ITT
$15.2B
| – | – |
-11,095
|
|
||
412
Illinois Tool Works
ITW
$72.6B
| – | – |
-6,683
|
|
||
413
Liberty Global Class C
LBTYK
$3.75B
| – | – |
-18,972
|
|
||
414
Leidos
LDOS
$23.6B
| – | – |
-8,461
|
|
||
415
Leggett & Platt
LEG
$1.51B
| – | – |
-7,447
|
|
||
416
Lennox International
LII
$17.4B
| – | – |
-1,643
|
|
||
417
Linde
LIN
$197B
| – | – |
-1,686
|
|