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
651
$199K 0.04%
+11,515
652
$194K 0.04%
+15,647
653
$194K 0.04%
+13,575
654
$191K 0.04%
40,139
+28,439
655
$188K 0.03%
+26,559
656
$188K 0.03%
+19,392
657
$187K 0.03%
+10,775
658
$186K 0.03%
+11,013
659
$183K 0.03%
+11,905
660
$182K 0.03%
+17,455
661
$181K 0.03%
+12,053
662
$180K 0.03%
+16,710
663
$174K 0.03%
+15,483
664
$173K 0.03%
+31,598
665
$169K 0.03%
16,960
-5,188
666
$166K 0.03%
+48,089
667
$166K 0.03%
+22,864
668
$163K 0.03%
+10,974
669
$163K 0.03%
+20,301
670
$159K 0.03%
12,790
-30,628
671
$155K 0.03%
13,500
-24,657
672
$155K 0.03%
+11,371
673
$155K 0.03%
+6,380
674
$154K 0.03%
+24,366
675
$153K 0.03%
+13,237
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