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
576
$217K 0.05%
+20,296
577
$216K 0.05%
+12,209
578
$210K 0.05%
+4,997
579
$209K 0.05%
+13,457
580
$209K 0.05%
+17,963
581
$208K 0.05%
+4,902
582
$207K 0.05%
+2,711
583
$204K 0.05%
+8,248
584
$204K 0.05%
+4,883
585
$203K 0.05%
+7,405
586
$201K 0.05%
+8,863
587
$200K 0.05%
+25,250
588
$200K 0.05%
+3,782
589
$199K 0.04%
+15,606
590
$195K 0.04%
+1,370
591
$192K 0.04%
+16,920
592
$189K 0.04%
+23,416
593
$187K 0.04%
+10,144
594
$186K 0.04%
+2,872
595
$186K 0.04%
+20,841
596
$183K 0.04%
+14,784
597
$183K 0.04%
+960
598
$175K 0.04%
+12,346
599
$169K 0.04%
+10,939
600
$164K 0.04%
+14,634
21 22 23
24
25