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
26
$2.44M 0.45%
49,081
+40,628
27
$2.38M 0.44%
+53,442
28
$2.36M 0.43%
+31,494
29
$2.32M 0.43%
18,058
-609
30
$2.31M 0.43%
20,226
-10,054
31
$2.31M 0.42%
63,240
+29,624
32
$2.3M 0.42%
115,139
+48,259
33
$2.29M 0.42%
110,091
+62,130
34
$2.26M 0.42%
+70,800
35
$2.24M 0.41%
56,384
+20,352
36
$2.21M 0.41%
+37,952
37
$2.19M 0.4%
+21,679
38
$2.14M 0.39%
+24,297
39
$2.14M 0.39%
19,900
+8,018
40
$2.13M 0.39%
11,540
+5,801
41
$2.09M 0.38%
43,722
+4,307
42
$2.08M 0.38%
9,919
+2,967
43
$2.04M 0.37%
218,861
+169,518
44
$2.03M 0.37%
+9,112
45
$2.03M 0.37%
+170,125
46
$1.98M 0.36%
+18,982
47
$1.97M 0.36%
45,728
+22,155
48
$1.96M 0.36%
+255,613
49
$1.93M 0.35%
+77,046
50
$1.92M 0.35%
15,835
-12,943
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