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
451
$350K 0.08%
+32,860
452
$350K 0.08%
+4,962
453
$345K 0.08%
+20,063
454
$344K 0.08%
+39,868
455
$343K 0.08%
+12,398
456
$341K 0.08%
+4,297
457
$340K 0.08%
+3,282
458
$338K 0.08%
+11,382
459
$336K 0.08%
+4,327
460
$336K 0.08%
+7,010
461
$336K 0.08%
+2,801
462
$336K 0.08%
+11,191
463
$335K 0.08%
+35,192
464
$332K 0.07%
+2,468
465
$332K 0.07%
+19,081
466
$331K 0.07%
+4,325
467
$331K 0.07%
+23,048
468
$330K 0.07%
+58,730
469
$329K 0.07%
+16,088
470
$328K 0.07%
+16,506
471
$328K 0.07%
+1,010
472
$327K 0.07%
+22,967
473
$327K 0.07%
+3,661
474
$327K 0.07%
+13,657
475
$325K 0.07%
+10,420
17 18
19
20 21