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
$255M
AUM Growth
+$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.4M
3
+$2.2M
4
TSCO icon
Tractor Supply
TSCO
+$2.09M
5
CAH icon
Cardinal Health
CAH
+$2M

Top Sells

1
+$2.27M
2
+$2.11M
3
+$1.99M
4
MXIM
Maxim Integrated Products
MXIM
+$1.84M
5
ADSK icon
Autodesk
ADSK
+$1.74M

Sector Composition

1 Healthcare 17.35%
2 Consumer Discretionary 15.99%
3 Technology 12.47%
4 Financials 12.13%
5 Industrials 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
– –
-19,601
627
– –
-35,698
628
– –
-20,362
629
– –
-23,992
630
– –
-21,987
631
– –
-25,812
632
– –
-11,575
633
– –
-1,913
634
– –
-8,588
635
– –
-5,108
636
– –
-36,690
637
– –
-9,119
638
– –
-1,332
639
– –
-17,255
640
– –
-82,105
641
– –
-33,947
642
– –
-3,751
643
– –
-47,073
644
– –
-17,524
645
– –
-14,675
646
– –
-7,811
647
– –
-32,571
648
– –
-8,057
649
– –
-17,795
650
– –
-24,987
24 25
26
27 28