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
476
$372K 0.07%
+52,713
477
$370K 0.07%
15,131
+5,556
478
$369K 0.07%
+2,990
479
$369K 0.07%
+29,987
480
$368K 0.07%
27,138
+11,372
481
$368K 0.07%
+3,240
482
$365K 0.07%
12,582
+165
483
$364K 0.07%
13,362
-6,440
484
$364K 0.07%
7,712
+4,157
485
$363K 0.07%
+7,526
486
$363K 0.07%
+13,178
487
$361K 0.07%
26,184
-15,084
488
$360K 0.07%
+3,423
489
$358K 0.07%
+7,508
490
$357K 0.07%
+15,835
491
$355K 0.07%
+7,398
492
$354K 0.07%
+7,527
493
$354K 0.07%
39,890
+27,470
494
$350K 0.06%
+24,456
495
$349K 0.06%
+968
496
$349K 0.06%
+36,994
497
$349K 0.06%
+11,462
498
$347K 0.06%
10,269
-49,119
499
$345K 0.06%
+9,225
500
$345K 0.06%
+7,376
18 19
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