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
526
$266K 0.06%
+36,661
527
$265K 0.06%
+21,466
528
$265K 0.06%
+1,486
529
$264K 0.06%
+2,694
530
$264K 0.06%
+14,631
531
$263K 0.06%
+18,442
532
$262K 0.06%
+32,423
533
$262K 0.06%
+13,257
534
$260K 0.06%
+11,686
535
$258K 0.06%
+19,284
536
$257K 0.06%
+7,463
537
$255K 0.06%
+5,666
538
$255K 0.06%
+2,254
539
$253K 0.06%
+7,242
540
$253K 0.06%
+5,664
541
$252K 0.06%
+3,065
542
$249K 0.06%
+27,214
543
$249K 0.06%
+24,184
544
$246K 0.06%
+23,395
545
$245K 0.06%
+1,523
546
$243K 0.05%
+4,554
547
$243K 0.05%
+4,628
548
$243K 0.05%
+4,023
549
$242K 0.05%
+4,922
550
$241K 0.05%
+24,169
20 21
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