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
426
$439K 0.08%
+2,145
427
$438K 0.08%
20,515
-5,954
428
$438K 0.08%
26,468
-108,845
429
$438K 0.08%
37,694
-8,119
430
$437K 0.08%
23,688
-20,082
431
$436K 0.08%
10,888
-2,741
432
$436K 0.08%
42,615
+30,392
433
$435K 0.08%
+14,342
434
$434K 0.08%
23,484
+8,924
435
$431K 0.08%
10,503
-266
436
$430K 0.08%
+7,774
437
$425K 0.08%
+5,239
438
$425K 0.08%
29,152
+11,195
439
$425K 0.08%
+10,908
440
$423K 0.08%
22,384
+7,902
441
$422K 0.08%
+7,495
442
$421K 0.08%
+8,472
443
$421K 0.08%
+26,686
444
$419K 0.08%
+7,510
445
$419K 0.08%
+17,281
446
$416K 0.08%
14,482
-3,622
447
$415K 0.08%
+48,084
448
$414K 0.08%
+7,123
449
$412K 0.08%
+5,286
450
$409K 0.08%
+7,652
16 17
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