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
501
$345K 0.06%
+21,866
502
$343K 0.06%
+19,965
503
$342K 0.06%
+14,264
504
$342K 0.06%
+8,515
505
$342K 0.06%
+11,679
506
$341K 0.06%
35,599
-49,344
507
$341K 0.06%
+8,582
508
$340K 0.06%
+68,505
509
$338K 0.06%
+12,648
510
$337K 0.06%
14,015
-53,261
511
$336K 0.06%
+36,212
512
$335K 0.06%
+19,875
513
$334K 0.06%
7,108
-305
514
$334K 0.06%
+3,467
515
$333K 0.06%
+20,791
516
$332K 0.06%
+3,783
517
$331K 0.06%
+3,458
518
$330K 0.06%
+28,199
519
$329K 0.06%
13,500
-1,911
520
$328K 0.06%
10,576
+2,292
521
$325K 0.06%
+6,308
522
$325K 0.06%
+27,334
523
$324K 0.06%
8,190
-16,763
524
$319K 0.06%
+2,372
525
$317K 0.06%
7,856
-2,921
19 20
21
22 23