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
$255M
AUM Growth
+$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.4M
3
+$2.2M
4
TSCO icon
Tractor Supply
TSCO
+$2.09M
5
CAH icon
Cardinal Health
CAH
+$2M

Top Sells

1
+$2.27M
2
+$2.11M
3
+$1.99M
4
MXIM
Maxim Integrated Products
MXIM
+$1.84M
5
ADSK icon
Autodesk
ADSK
+$1.74M

Sector Composition

1 Healthcare 17.35%
2 Consumer Discretionary 15.99%
3 Technology 12.47%
4 Financials 12.13%
5 Industrials 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.19M 0.46%
+5,215
52
$1.18M 0.46%
+49,761
53
$1.17M 0.46%
8,439
-1,173
54
$1.17M 0.46%
+12,878
55
$1.15M 0.45%
19,581
+3,827
56
$1.14M 0.45%
18,198
-17,330
57
$1.11M 0.44%
9,798
-2,840
58
$1.1M 0.43%
+3,343
59
$1.09M 0.43%
+22,955
60
$1.08M 0.42%
+15,201
61
$1.08M 0.42%
+18,879
62
$1.07M 0.42%
+38,839
63
$1.07M 0.42%
+8,734
64
$1.06M 0.41%
+40,579
65
$1.05M 0.41%
77,535
+33,346
66
$1.05M 0.41%
+27,118
67
$1.04M 0.41%
58,390
+46,481
68
$1.04M 0.41%
25,582
+14,462
69
$1.04M 0.41%
+66,397
70
$1.02M 0.4%
123,291
+34,972
71
$1.02M 0.4%
9,501
+4,296
72
$1.01M 0.4%
+7,140
73
$1.01M 0.39%
+81,408
74
$997K 0.39%
20,564
+12,313
75
$992K 0.39%
+26,934
1 2
3
4 5