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
$196M
AUM Growth
-$323M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
830
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$2.04M
3
+$1.84M
4
ARI
Apollo Commercial Real Estate
ARI
+$1.78M
5
HAE icon
Haemonetics
HAE
+$1.72M

Top Sells

1
+$3.23M
2
+$3.23M
3
+$3.23M
4
JBL icon
Jabil
JBL
+$3.23M
5
FLR icon
Fluor
FLR
+$3.22M

Sector Composition

1 Technology 18.08%
2 Healthcare 13.99%
3 Financials 11.7%
4 Real Estate 10.74%
5 Industrials 10.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$942K 0.48%
+6,950
52
$939K 0.48%
+38,979
53
$905K 0.46%
+7,927
54
$899K 0.46%
+15,531
55
$889K 0.45%
8,499
+7,130
56
$887K 0.45%
+10,775
57
$883K 0.45%
+13,818
58
$872K 0.44%
25,709
+22,005
59
$835K 0.43%
+23,585
60
$827K 0.42%
81,950
+68,789
61
$826K 0.42%
19,484
-516
62
$822K 0.42%
+27,545
63
$822K 0.42%
+65,528
64
$818K 0.42%
42,108
+3,849
65
$811K 0.41%
16,851
-21,567
66
$809K 0.41%
+27,651
67
$805K 0.41%
+68,959
68
$795K 0.41%
+41,170
69
$793K 0.4%
+40,810
70
$787K 0.4%
31,368
-27,536
71
$786K 0.4%
+5,574
72
$785K 0.4%
10,297
-9,151
73
$781K 0.4%
+11,036
74
$778K 0.4%
+45,560
75
$774K 0.39%
+17,795
1 2
3
4 5