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
651
– –
-24,256
652
– –
-10,684
653
– –
-17,215
654
– –
-733
655
– –
-2,258
656
– –
-9,427
657
– –
-69,265
658
– –
-5,998
659
– –
-5,795
660
– –
-129,956
661
– –
-7,629
662
– –
-16,343
663
– –
-139
664
– –
-4,432
665
– –
-21,061
666
– –
-10,476
667
– –
-34,812
668
– –
-7,454
669
– –
-22,758
670
– –
-48,281
671
– –
-9,138
672
– –
-13,818
673
– –
-13,401
674
– –
-7,525
675
– –
-18,900
25 26
27
28 29