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
676
$152K 0.03%
+10,579
677
$147K 0.03%
+22,489
678
$146K 0.03%
+3,698
679
$144K 0.03%
+29,274
680
$143K 0.03%
+13,829
681
$140K 0.03%
+26,790
682
$140K 0.03%
+11,906
683
$135K 0.02%
+16,809
684
$131K 0.02%
+18,140
685
$127K 0.02%
+10,149
686
$125K 0.02%
+13,355
687
$123K 0.02%
+32,538
688
$121K 0.02%
+19,890
689
$110K 0.02%
10,331
-20,317
690
$107K 0.02%
12,941
-84,224
691
$106K 0.02%
+13,896
692
$104K 0.02%
+4,934
693
$103K 0.02%
+111
694
$96K 0.02%
+1,410
695
$89K 0.02%
13,933
-101,199
696
$87K 0.02%
+777
697
$83K 0.02%
+10,971
698
$81K 0.01%
+11,223
699
$80K 0.01%
+13,017
700
$69K 0.01%
629
-4,077
26 27
28
29 30