WCM

Weld Capital Management Portfolio holdings

AUM $98.8M
1-Year Est. Return 52.93%
This Fund
S&P 500
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
701
$68K 0.01%
+10,205
702
$68K 0.01%
+17,712
703
$61K 0.01%
810
-202
704
$58K 0.01%
+1,365
705
$41K 0.01%
+14
706
$40K 0.01%
+517
707
– –
-5,456
708
– –
-6,628
709
– –
-18,051
710
– –
-15,089
711
– –
-8,175
712
– –
-17,653
713
– –
-21,147
714
– –
-11,297
715
– –
-17,218
716
– –
-41,965
717
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-7,868
718
– –
-14,711
719
– –
-21,491
720
– –
-16,766
721
– –
-31,788
722
– –
-42,329
723
– –
-9,853
724
– –
-35,854
725
– –
-15,475
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