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
601
$164K 0.04%
+14,634
602
$161K 0.04%
+18,457
603
$158K 0.04%
+22,551
604
$155K 0.03%
+22,789
605
$155K 0.03%
+43,152
606
$155K 0.03%
+15,891
607
$152K 0.03%
+16,168
608
$150K 0.03%
+22,549
609
$149K 0.03%
+17,309
610
$147K 0.03%
+10,183
611
$137K 0.03%
+10,875
612
$136K 0.03%
+24,230
613
$106K 0.02%
+19,089
614
$106K 0.02%
+1,652
615
$97K 0.02%
+20,601
616
$96K 0.02%
+13,120
617
$95K 0.02%
+10,703
618
$85K 0.02%
+22
619
$78K 0.02%
+11,665
620
$77K 0.02%
+16,431
621
$73K 0.02%
+15,439
622
$67K 0.02%
+13,922
623
$64K 0.01%
+18,771
624
$49K 0.01%
+10,212
21 22 23 24
25