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
$255M
AUM Growth
+$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.4M
3
+$2.2M
4
TSCO icon
Tractor Supply
TSCO
+$2.09M
5
CAH icon
Cardinal Health
CAH
+$2M

Top Sells

1
+$2.27M
2
+$2.11M
3
+$1.99M
4
MXIM
Maxim Integrated Products
MXIM
+$1.84M
5
ADSK icon
Autodesk
ADSK
+$1.74M

Sector Composition

1 Healthcare 17.35%
2 Consumer Discretionary 15.99%
3 Technology 12.47%
4 Financials 12.13%
5 Industrials 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.53M 0.6%
+122,258
27
$1.53M 0.6%
99,607
+25,037
28
$1.51M 0.59%
16,199
+8,006
29
$1.47M 0.58%
+38,641
30
$1.47M 0.58%
+12,697
31
$1.46M 0.57%
+25,231
32
$1.46M 0.57%
10,079
+6,974
33
$1.44M 0.56%
+11,982
34
$1.42M 0.56%
+45,020
35
$1.41M 0.55%
+3,632
36
$1.37M 0.54%
+1,487
37
$1.36M 0.53%
38,420
+22,070
38
$1.36M 0.53%
22,871
+10,828
39
$1.36M 0.53%
1,202
+294
40
$1.35M 0.53%
39,344
-8,491
41
$1.28M 0.5%
+28,695
42
$1.27M 0.5%
+199,590
43
$1.27M 0.5%
+1,112
44
$1.25M 0.49%
+6,834
45
$1.24M 0.49%
+6,787
46
$1.24M 0.49%
+33,269
47
$1.24M 0.49%
120,344
+38,394
48
$1.24M 0.48%
44,295
+12,927
49
$1.23M 0.48%
+39,954
50
$1.2M 0.47%
+3,445
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