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
51
$1.9M 0.35%
+47,772
52
$1.9M 0.35%
60,543
-13,885
53
$1.86M 0.34%
115,954
+87,835
54
$1.85M 0.34%
38,254
-7,400
55
$1.84M 0.34%
+116,952
56
$1.82M 0.33%
70,451
+12,129
57
$1.81M 0.33%
+54,457
58
$1.79M 0.33%
+25,810
59
$1.78M 0.33%
+6,844
60
$1.77M 0.33%
38,319
-5,132
61
$1.77M 0.33%
+42,229
62
$1.77M 0.32%
+13,274
63
$1.76M 0.32%
18,621
+6,023
64
$1.74M 0.32%
46,982
+3,936
65
$1.74M 0.32%
23,263
-140
66
$1.74M 0.32%
+194,040
67
$1.73M 0.32%
70,140
-30,105
68
$1.73M 0.32%
+33,768
69
$1.71M 0.31%
10,506
+4,906
70
$1.7M 0.31%
339,513
+297,128
71
$1.69M 0.31%
+64,790
72
$1.68M 0.31%
+63,490
73
$1.68M 0.31%
+8,399
74
$1.67M 0.31%
+87,781
75
$1.66M 0.3%
46,116
+17,266
1 2
3
4 5