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
601
$243K 0.04%
+2,603
602
$243K 0.04%
+4,629
603
$240K 0.04%
+35,067
604
$240K 0.04%
+1,254
605
$240K 0.04%
11,880
+2,029
606
$239K 0.04%
+8,654
607
$237K 0.04%
4,105
-2,692
608
$237K 0.04%
+4,921
609
$235K 0.04%
+4,476
610
$234K 0.04%
+14,865
611
$232K 0.04%
+9,659
612
$232K 0.04%
+16,819
613
$232K 0.04%
+12,034
614
$231K 0.04%
+5,551
615
$231K 0.04%
+47,231
616
$230K 0.04%
+17,370
617
$230K 0.04%
5,965
-3,110
618
$227K 0.04%
+10,690
619
$226K 0.04%
+5,342
620
$224K 0.04%
+12,292
621
$223K 0.04%
+2,713
622
$222K 0.04%
+13,172
623
$220K 0.04%
+2,934
624
$220K 0.04%
+6,116
625
$220K 0.04%
+4,390
23 24
25
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