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
426
$398K 0.09%
+11,388
427
$392K 0.09%
+13,544
428
$392K 0.09%
+8,764
429
$391K 0.09%
+14,202
430
$388K 0.09%
+55,411
431
$386K 0.09%
+11,953
432
$385K 0.09%
+14,701
433
$383K 0.09%
+20,076
434
$377K 0.08%
+4,986
435
$375K 0.08%
+4,606
436
$375K 0.08%
+2,622
437
$375K 0.08%
+54,013
438
$373K 0.08%
+2,999
439
$371K 0.08%
+2,895
440
$369K 0.08%
+24,870
441
$368K 0.08%
+14,147
442
$365K 0.08%
+23,052
443
$363K 0.08%
+14,432
444
$363K 0.08%
+20,142
445
$362K 0.08%
+4,891
446
$362K 0.08%
+90,762
447
$361K 0.08%
+6,416
448
$359K 0.08%
+3,303
449
$354K 0.08%
+58,082
450
$353K 0.08%
+6,789
16 17
18
19 20