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
626
$218K 0.04%
+1,333
627
$218K 0.04%
+7,990
628
$217K 0.04%
2,219
-14,657
629
$217K 0.04%
+4,934
630
$217K 0.04%
+7,334
631
$216K 0.04%
+32,087
632
$215K 0.04%
+10,474
633
$214K 0.04%
+8,322
634
$213K 0.04%
+3,895
635
$213K 0.04%
+10,160
636
$210K 0.04%
+3,117
637
$210K 0.04%
+2,821
638
$210K 0.04%
+7,476
639
$209K 0.04%
+17,002
640
$208K 0.04%
+8,400
641
$206K 0.04%
+42,566
642
$206K 0.04%
2,336
-10,660
643
$205K 0.04%
8,171
-21,917
644
$205K 0.04%
+8,315
645
$205K 0.04%
+12,262
646
$203K 0.04%
+13,868
647
$203K 0.04%
+9,639
648
$203K 0.04%
6,056
-10,839
649
$200K 0.04%
+2,376
650
$200K 0.04%
+10,593
24 25
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