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
$544M
AUM Growth
-$4.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,058
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$2.75M
3
+$2.71M
4
GLPI icon
Gaming and Leisure Properties
GLPI
+$2.69M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$2.64M

Top Sells

1
+$3.23M
2
+$3.04M
3
+$2.81M
4
CUZ icon
Cousins Properties
CUZ
+$2.7M
5
CE icon
Celanese
CE
+$2.67M

Sector Composition

1 Consumer Discretionary 18.87%
2 Financials 12.98%
3 Technology 12.44%
4 Healthcare 9.37%
5 Industrials 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$476K 0.09%
+7,764
402
$474K 0.09%
+8,385
403
$470K 0.09%
+3,093
404
$470K 0.09%
47,901
-66,307
405
$468K 0.09%
5,450
-14,889
406
$466K 0.09%
+35,813
407
$465K 0.09%
+48,618
408
$464K 0.09%
4,974
-3,646
409
$464K 0.09%
5,352
-19,668
410
$464K 0.09%
+17,793
411
$457K 0.08%
+24,791
412
$457K 0.08%
39,399
-48,658
413
$456K 0.08%
+9,782
414
$456K 0.08%
10,232
-20,909
415
$454K 0.08%
+21,858
416
$453K 0.08%
9,071
-32,546
417
$452K 0.08%
20,558
-8,334
418
$448K 0.08%
+4,999
419
$448K 0.08%
+57,235
420
$446K 0.08%
+7,537
421
$444K 0.08%
+29,632
422
$443K 0.08%
9,758
-12,396
423
$442K 0.08%
+1,215
424
$442K 0.08%
10,395
-41,018
425
$439K 0.08%
+17,321
15 16
17
18 19