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
576
$276K 0.05%
50,948
-43,845
577
$276K 0.05%
+22,028
578
$273K 0.05%
4,390
-8,860
579
$271K 0.05%
+16,261
580
$271K 0.05%
2,006
-7,135
581
$271K 0.05%
1,994
-1,804
582
$269K 0.05%
+25,155
583
$269K 0.05%
+13,521
584
$269K 0.05%
2,993
-5,182
585
$267K 0.05%
23,047
-45,121
586
$267K 0.05%
48,907
-15,344
587
$265K 0.05%
+2,247
588
$264K 0.05%
+3,266
589
$264K 0.05%
+719
590
$262K 0.05%
+11,616
591
$261K 0.05%
+9,796
592
$260K 0.05%
+6,594
593
$258K 0.05%
+18,523
594
$256K 0.05%
24,737
+9,721
595
$256K 0.05%
13,613
-7,376
596
$255K 0.05%
+4,436
597
$255K 0.05%
+12,385
598
$254K 0.05%
+5,073
599
$248K 0.05%
+31,220
600
$243K 0.04%
4,043
-15
22 23
24
25 26