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
551
$297K 0.05%
+19,268
552
$297K 0.05%
+28,823
553
$296K 0.05%
+7,087
554
$296K 0.05%
7,956
+3,244
555
$293K 0.05%
20,919
-29,757
556
$291K 0.05%
+3,141
557
$290K 0.05%
14,476
-45,352
558
$289K 0.05%
+10,910
559
$288K 0.05%
+3,535
560
$287K 0.05%
+14,161
561
$286K 0.05%
+27,061
562
$286K 0.05%
15,045
-1,593
563
$284K 0.05%
+2,816
564
$284K 0.05%
+9,671
565
$284K 0.05%
+15,610
566
$282K 0.05%
+6,464
567
$282K 0.05%
+3,856
568
$282K 0.05%
31,765
-39,466
569
$282K 0.05%
17,015
-5,012
570
$281K 0.05%
3,093
-211
571
$280K 0.05%
31,520
+14,353
572
$279K 0.05%
+1,015
573
$277K 0.05%
7,283
-2,945
574
$277K 0.05%
+13,824
575
$276K 0.05%
+18,364
21 22
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