WCM

Weld Capital Management Portfolio holdings

AUM $98.8M
1-Year Est. Return 52.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+52.83%
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
+$2.86M
2
+$2.35M
3
+$2.1M
4
IDA icon
Idacorp
IDA
+$2.03M
5
CAH icon
Cardinal Health
CAH
+$1.98M

Top Sells

1
+$2.11M
2
+$1.99M
3
+$1.92M
4
MXIM
Maxim Integrated Products
MXIM
+$1.84M
5
VNO icon
Vornado Realty Trust
VNO
+$1.72M

Sector Composition

1 Healthcare 17.35%
2 Consumer Discretionary 15.99%
3 Technology 12.47%
4 Financials 12.13%
5 Industrials 10.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$170K 0.07%
+14,052
402
$170K 0.07%
+30,234
403
$168K 0.07%
15,804
+4,125
404
$168K 0.07%
+12,083
405
$167K 0.07%
+15,042
406
$164K 0.06%
+35,013
407
$163K 0.06%
12,572
-12,610
408
$162K 0.06%
+18,119
409
$160K 0.06%
+30,286
410
$160K 0.06%
+26,338
411
$160K 0.06%
+18,444
412
$157K 0.06%
+12,117
413
$155K 0.06%
25,563
+3,232
414
$152K 0.06%
+11,948
415
$147K 0.06%
+14,717
416
$146K 0.06%
10,249
-17,764
417
$141K 0.06%
+25,121
418
$139K 0.05%
+33,993
419
$134K 0.05%
+11,711
420
$130K 0.05%
+15,268
421
$130K 0.05%
+11,514
422
$127K 0.05%
12,308
-7,547
423
$123K 0.05%
+14,030
424
$122K 0.05%
11,252
-75,528
425
$118K 0.05%
+1,480
15 16
17
18 19