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
$445M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$2.71M
3
+$2.71M
4
CL icon
Colgate-Palmolive
CL
+$2.69M
5
TMX
Terminix Global Holdings, Inc.
TMX
+$2.69M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 17.24%
2 Industrials 12.89%
3 Technology 12.78%
4 Financials 12.07%
5 Healthcare 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$430K 0.1%
+13,631
402
$429K 0.1%
+6,573
403
$427K 0.1%
+20,716
404
$427K 0.1%
+37,633
405
$426K 0.1%
+32,139
406
$424K 0.1%
+7,176
407
$422K 0.09%
+6,849
408
$420K 0.09%
+6,970
409
$419K 0.09%
+15,819
410
$418K 0.09%
+24,790
411
$418K 0.09%
+81,210
412
$418K 0.09%
+16,910
413
$414K 0.09%
+2,632
414
$414K 0.09%
+9,127
415
$413K 0.09%
+38,701
416
$413K 0.09%
+10,861
417
$411K 0.09%
+8,542
418
$411K 0.09%
+9,369
419
$409K 0.09%
+1,085
420
$407K 0.09%
+8,673
421
$403K 0.09%
+7,467
422
$402K 0.09%
+7,721
423
$402K 0.09%
+27,797
424
$401K 0.09%
+16,890
425
$400K 0.09%
+3,900
15 16
17
18 19