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
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
– –
-39,753
708
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-168,790
709
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-53,239
710
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-13,110
711
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-11,098
712
– –
-6,040
713
– –
-6,704
714
– –
-53,974
715
– –
-95,386
716
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-22,470
717
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-116,026
718
– –
-38,351
719
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-41,823
720
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-32,430
721
– –
-8,454
722
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-10,894
723
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-93,102
724
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-1,911
725
– –
-3,672
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