WCM
Weld Capital Management Portfolio holdings
AUM
$98.8M
1-Year Return
52.93%
This Quarter Return
+7.99%
1 Year Return
+52.93%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$237M
AUM Growth
-$17.2M
(-6.8%)
Cap. Flow
-$21.1M
Cap. Flow
% of AUM
-8.92%
Top 10 Holdings %
Top 10 Hldgs %
12.59%
Holding
651
New
205
Increased
50
Reduced
43
Closed
353
Top Buys
| 1 |
Citigroup
C
|
+$3.92M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$3.42M |
| 3 |
O'Reilly Automotive
ORLY
|
+$3.31M |
| 4 |
Union Pacific
UNP
|
+$3.19M |
| 5 |
Goldman Sachs
GS
|
+$2.88M |
Top Sells
| 1 |
GE Aerospace
GE
|
+$2.81M |
| 2 |
Genpact
G
|
+$2.68M |
| 3 |
Coca-Cola
KO
|
+$2.61M |
| 4 |
Herbalife
HLF
|
+$2.18M |
| 5 |
Jack in the Box
JACK
|
+$2.13M |
Sector Composition
| 1 | Consumer Discretionary | 18.45% |
| 2 | Technology | 17.4% |
| 3 | Financials | 16.25% |
| 4 | Industrials | 15.69% |
| 5 | Communication Services | 8.21% |
