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
$254M
AUM Growth
-$1.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
729
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.46M
3
+$2.12M
4
TPH icon
Tri Pointe Homes
TPH
+$2.06M
5
TSLA icon
Tesla
TSLA
+$1.87M

Top Sells

1
+$2.66M
2
+$2.45M
3
+$1.97M
4
PCRX icon
Pacira BioSciences
PCRX
+$1.97M
5
CRI icon
Carter's
CRI
+$1.95M

Sector Composition

1 Consumer Discretionary 23.49%
2 Healthcare 12.55%
3 Industrials 12%
4 Financials 10.98%
5 Technology 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.12M 0.44%
+5,679
52
$1.11M 0.44%
12,689
+6,009
53
$1.11M 0.44%
20,499
+2,510
54
$1.1M 0.44%
57,300
+31,337
55
$1.1M 0.44%
+13,956
56
$1.08M 0.43%
73,459
-42,069
57
$1.08M 0.43%
+41,442
58
$1.08M 0.43%
55,396
+44,814
59
$1.06M 0.42%
+23,494
60
$1.06M 0.42%
57,118
+39,150
61
$1.05M 0.42%
32,585
+23,590
62
$1.05M 0.41%
+13,493
63
$1.04M 0.41%
+23,347
64
$1.03M 0.41%
+7,112
65
$1.03M 0.41%
+29,874
66
$1.02M 0.4%
4,210
-1,842
67
$1M 0.4%
26,142
-13,812
68
$996K 0.39%
9,115
-683
69
$990K 0.39%
+68,216
70
$971K 0.38%
+37,384
71
$969K 0.38%
3,224
+2,417
72
$964K 0.38%
+12,702
73
$959K 0.38%
+7,687
74
$939K 0.37%
+61,953
75
$932K 0.37%
+47,239
1 2
3
4 5