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
$255M
AUM Growth
+$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.4M
3
+$2.2M
4
TSCO icon
Tractor Supply
TSCO
+$2.09M
5
CAH icon
Cardinal Health
CAH
+$2M

Top Sells

1
+$2.27M
2
+$2.11M
3
+$1.99M
4
MXIM
Maxim Integrated Products
MXIM
+$1.84M
5
ADSK icon
Autodesk
ADSK
+$1.74M

Sector Composition

1 Healthcare 17.35%
2 Consumer Discretionary 15.99%
3 Technology 12.47%
4 Financials 12.13%
5 Industrials 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$118K 0.05%
15,731
-10,777
427
$118K 0.05%
19,310
+5,953
428
$117K 0.05%
+396
429
$115K 0.05%
+11,632
430
$115K 0.05%
12,909
-25,870
431
$114K 0.04%
+13,613
432
$112K 0.04%
11,475
-7,389
433
$109K 0.04%
+10,676
434
$109K 0.04%
+10,326
435
$109K 0.04%
1,810
+437
436
$107K 0.04%
+14,699
437
$106K 0.04%
3,117
-6,957
438
$106K 0.04%
+14,670
439
$105K 0.04%
10,874
-32,838
440
$103K 0.04%
+11,237
441
$98K 0.04%
+14,147
442
$96K 0.04%
+18,386
443
$94K 0.04%
+2,980
444
$82K 0.03%
+11,924
445
$71K 0.03%
+10,688
446
$64K 0.03%
+11,624
447
$57K 0.02%
+10,847
448
$52K 0.02%
+1,016
449
– –
-10,802
450
– –
-4,109
16 17
18
19 20