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
551
$240K 0.05%
+4,411
552
$240K 0.05%
+24,840
553
$240K 0.05%
+21,661
554
$239K 0.05%
+7,720
555
$239K 0.05%
+5,947
556
$238K 0.05%
+12,590
557
$237K 0.05%
+6,351
558
$234K 0.05%
+45,322
559
$233K 0.05%
+2,137
560
$233K 0.05%
+4,369
561
$232K 0.05%
+8,971
562
$232K 0.05%
+14,159
563
$230K 0.05%
+3,584
564
$228K 0.05%
+3,673
565
$228K 0.05%
+9,886
566
$228K 0.05%
+8,391
567
$227K 0.05%
+4,841
568
$227K 0.05%
+7,072
569
$226K 0.05%
+957
570
$223K 0.05%
+17,356
571
$221K 0.05%
+10,008
572
$219K 0.05%
+13,659
573
$219K 0.05%
+4,793
574
$218K 0.05%
+37,008
575
$218K 0.05%
+12,670
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