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
26
$1.95M 0.44%
+58,195
27
$1.93M 0.43%
+79,610
28
$1.92M 0.43%
+107,382
29
$1.89M 0.43%
+18,496
30
$1.87M 0.42%
+11,554
31
$1.83M 0.41%
+21,253
32
$1.8M 0.4%
+76,528
33
$1.78M 0.4%
+185,989
34
$1.77M 0.4%
+82,173
35
$1.76M 0.4%
+26,471
36
$1.76M 0.4%
+67,583
37
$1.74M 0.39%
+75,675
38
$1.71M 0.38%
+14,258
39
$1.69M 0.38%
+98,061
40
$1.68M 0.38%
+108,074
41
$1.66M 0.37%
+27,508
42
$1.66M 0.37%
+43,836
43
$1.63M 0.37%
+92,727
44
$1.63M 0.37%
+70,950
45
$1.6M 0.36%
+154,545
46
$1.59M 0.36%
+12,963
47
$1.59M 0.36%
+16,285
48
$1.58M 0.36%
+13,032
49
$1.57M 0.35%
+5,204
50
$1.56M 0.35%
+18,760
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