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
$254M
AUM Growth
-$1.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
729
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.46M
3
+$2.12M
4
TPH icon
Tri Pointe Homes
TPH
+$2.06M
5
TSLA icon
Tesla
TSLA
+$1.87M

Top Sells

1
+$2.66M
2
+$2.45M
3
+$1.97M
4
PCRX icon
Pacira BioSciences
PCRX
+$1.97M
5
CRI icon
Carter's
CRI
+$1.95M

Sector Composition

1 Consumer Discretionary 23.49%
2 Healthcare 12.55%
3 Industrials 12%
4 Financials 10.98%
5 Technology 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.49M 0.59%
10,918
+2,479
27
$1.49M 0.59%
+45,018
28
$1.47M 0.58%
+16,226
29
$1.43M 0.57%
13,699
+6,371
30
$1.41M 0.56%
23,747
+11,229
31
$1.39M 0.55%
8,574
-3,428
32
$1.38M 0.55%
39,356
+29,321
33
$1.35M 0.53%
+12,096
34
$1.32M 0.52%
63,222
-36,385
35
$1.28M 0.51%
44,755
-34,385
36
$1.27M 0.5%
24,827
+14,868
37
$1.27M 0.5%
22,810
+15,971
38
$1.26M 0.5%
+24,822
39
$1.26M 0.5%
12,677
-12,554
40
$1.25M 0.49%
70,465
+55,556
41
$1.25M 0.49%
4,531
-684
42
$1.24M 0.49%
+15,636
43
$1.24M 0.49%
7,449
-4,175
44
$1.23M 0.49%
+14,893
45
$1.22M 0.48%
6,394
+1,203
46
$1.21M 0.48%
59,336
+32,588
47
$1.19M 0.47%
8,909
+4,916
48
$1.19M 0.47%
+9,583
49
$1.15M 0.45%
+31,715
50
$1.14M 0.45%
+4,528
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