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
$255M
AUM Growth
+$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.4M
3
+$2.2M
4
TSCO icon
Tractor Supply
TSCO
+$2.09M
5
CAH icon
Cardinal Health
CAH
+$2M

Top Sells

1
+$2.27M
2
+$2.11M
3
+$1.99M
4
MXIM
Maxim Integrated Products
MXIM
+$1.84M
5
ADSK icon
Autodesk
ADSK
+$1.74M

Sector Composition

1 Healthcare 17.35%
2 Consumer Discretionary 15.99%
3 Technology 12.47%
4 Financials 12.13%
5 Industrials 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
– –
-30,122
552
– –
-19,334
553
– –
-13,340
554
– –
-1,834
555
– –
-6,014
556
– –
-10,942
557
– –
-9,339
558
– –
-24,768
559
– –
-2,461
560
– –
-13,558
561
– –
-41,326
562
– –
-82,207
563
– –
-19,467
564
– –
-18,054
565
– –
-17,001
566
– –
-4,448
567
– –
-21,061
568
– –
-10,476
569
– –
-34,812
570
– –
-7,454
571
– –
-13,401
572
– –
-7,525
573
– –
-11,688
574
– –
-3,607
575
– –
-35,692
21 22
23
24 25