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
476
$325K 0.07%
+8,108
477
$324K 0.07%
+13,648
478
$324K 0.07%
+5,027
479
$323K 0.07%
+30,047
480
$321K 0.07%
+61,114
481
$320K 0.07%
+18,413
482
$319K 0.07%
+10,022
483
$317K 0.07%
+48,475
484
$316K 0.07%
+4,757
485
$314K 0.07%
+17,088
486
$312K 0.07%
+21,874
487
$312K 0.07%
+90,924
488
$311K 0.07%
+8,708
489
$310K 0.07%
+18,204
490
$309K 0.07%
+17,412
491
$309K 0.07%
+17,096
492
$308K 0.07%
+6,315
493
$306K 0.07%
+5,213
494
$306K 0.07%
+9,063
495
$303K 0.07%
+1,369
496
$299K 0.07%
+19,695
497
$298K 0.07%
+9,894
498
$295K 0.07%
+14,422
499
$295K 0.07%
+13,275
500
$294K 0.07%
+4,925
18 19
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