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
$445M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$2.71M
3
+$2.71M
4
CL icon
Colgate-Palmolive
CL
+$2.69M
5
TMX
Terminix Global Holdings, Inc.
TMX
+$2.69M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 17.24%
2 Industrials 12.89%
3 Technology 12.78%
4 Financials 12.07%
5 Healthcare 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.56M 0.35%
+12,469
52
$1.54M 0.35%
+78,377
53
$1.53M 0.34%
+18,473
54
$1.51M 0.34%
+48,240
55
$1.49M 0.33%
+13,135
56
$1.46M 0.33%
+40,540
57
$1.46M 0.33%
+94,108
58
$1.46M 0.33%
+16,347
59
$1.45M 0.33%
+159,981
60
$1.43M 0.32%
+45,618
61
$1.43M 0.32%
+31,418
62
$1.42M 0.32%
+200,246
63
$1.42M 0.32%
+8,377
64
$1.41M 0.32%
+9,184
65
$1.41M 0.32%
+131,785
66
$1.39M 0.31%
+48,228
67
$1.38M 0.31%
+22,276
68
$1.38M 0.31%
+10,292
69
$1.37M 0.31%
+29,022
70
$1.37M 0.31%
+14,867
71
$1.37M 0.31%
+64,207
72
$1.37M 0.31%
+31,800
73
$1.36M 0.31%
+15,087
74
$1.34M 0.3%
+78,511
75
$1.34M 0.3%
+13,378
1 2
3
4 5