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
426
$140K 0.06%
+575
427
$135K 0.05%
14,993
-105,351
428
$135K 0.05%
+31,650
429
$130K 0.05%
18,998
+3,194
430
$130K 0.05%
+2,368
431
$130K 0.05%
+12,582
432
$128K 0.05%
+12,472
433
$127K 0.05%
11,341
-7,103
434
$126K 0.05%
12,047
-70
435
$126K 0.05%
10,278
-3,066
436
$126K 0.05%
+10,555
437
$123K 0.05%
+17,951
438
$122K 0.05%
+10,739
439
$121K 0.05%
+10,182
440
$120K 0.05%
23,256
-2,307
441
$118K 0.05%
+16,283
442
$116K 0.05%
14,563
-11,167
443
$110K 0.04%
+13,497
444
$108K 0.04%
26,446
+7,136
445
$106K 0.04%
+15,400
446
$105K 0.04%
2,267
-599
447
$105K 0.04%
+10,997
448
$99K 0.04%
10,939
-48,940
449
$97K 0.04%
+12,960
450
$95K 0.04%
+14,260
16 17
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