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
501
$294K 0.07%
+6,674
502
$294K 0.07%
+29,793
503
$293K 0.07%
+10,351
504
$293K 0.07%
+35,370
505
$290K 0.07%
+9,496
506
$289K 0.07%
+9,279
507
$288K 0.06%
+7,461
508
$287K 0.06%
+4,891
509
$287K 0.06%
+18,305
510
$284K 0.06%
+4,380
511
$284K 0.06%
+26,108
512
$282K 0.06%
+2,750
513
$280K 0.06%
+7,912
514
$274K 0.06%
+5,306
515
$272K 0.06%
+3,507
516
$272K 0.06%
+7,749
517
$272K 0.06%
+5,353
518
$271K 0.06%
+1,937
519
$270K 0.06%
+9,045
520
$270K 0.06%
+4,931
521
$268K 0.06%
+11,001
522
$268K 0.06%
+20,438
523
$267K 0.06%
+13,572
524
$267K 0.06%
+2,153
525
$267K 0.06%
+5,542
19 20
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