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
$196M
AUM Growth
-$323M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
830
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$2.04M
3
+$1.84M
4
ARI
Apollo Commercial Real Estate
ARI
+$1.78M
5
HAE icon
Haemonetics
HAE
+$1.72M

Top Sells

1
+$3.23M
2
+$3.23M
3
+$3.23M
4
JBL icon
Jabil
JBL
+$3.23M
5
FLR icon
Fluor
FLR
+$3.22M

Sector Composition

1 Technology 18.08%
2 Healthcare 13.99%
3 Financials 11.7%
4 Real Estate 10.74%
5 Industrials 10.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.29M 0.66%
+21,627
27
$1.29M 0.66%
26,916
-21,348
28
$1.25M 0.64%
8,929
+3,918
29
$1.24M 0.63%
129,956
-19,211
30
$1.22M 0.62%
+12,763
31
$1.21M 0.62%
+3,814
32
$1.2M 0.61%
+53,427
33
$1.17M 0.6%
20,282
+15,791
34
$1.17M 0.6%
+25,646
35
$1.16M 0.59%
36,690
+20,610
36
$1.16M 0.59%
2,364
-969
37
$1.14M 0.58%
+92,855
38
$1.13M 0.57%
7,454
-2,283
39
$1.11M 0.57%
+7,382
40
$1.11M 0.56%
+34,227
41
$1.09M 0.56%
+7,811
42
$1.05M 0.54%
+24,768
43
$1.04M 0.53%
+39,076
44
$1.03M 0.52%
+12,638
45
$990K 0.5%
+11,236
46
$987K 0.5%
+37,780
47
$987K 0.5%
32,764
+16,410
48
$969K 0.49%
+7,444
49
$950K 0.48%
3,333
-1,511
50
$948K 0.48%
21,172
-1,701
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2
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