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
401
$189K 0.07%
+19,719
402
$184K 0.07%
19,834
-11,418
403
$184K 0.07%
+11,808
404
$181K 0.07%
+29,304
405
$180K 0.07%
+24,355
406
$179K 0.07%
19,745
-21,973
407
$177K 0.07%
17,505
-9,636
408
$173K 0.07%
+18,897
409
$173K 0.07%
11,710
-4,037
410
$172K 0.07%
22,998
-2,709
411
$172K 0.07%
5,554
+2,437
412
$172K 0.07%
24,971
-4,360
413
$167K 0.07%
25,148
+9,417
414
$163K 0.06%
+15,473
415
$162K 0.06%
11,350
+1,101
416
$161K 0.06%
16,945
-6,542
417
$158K 0.06%
+15,239
418
$157K 0.06%
15,513
+4,837
419
$150K 0.06%
+10,469
420
$149K 0.06%
+10,227
421
$148K 0.06%
+1,457
422
$146K 0.06%
36,240
+2,247
423
$144K 0.06%
+14,267
424
$144K 0.06%
+18,155
425
$142K 0.06%
+15,878
15 16
17
18 19