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
$237M
AUM Growth
-$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
651
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$3.42M
3
+$3.31M
4
UNP icon
Union Pacific
UNP
+$3.19M
5
GS icon
Goldman Sachs
GS
+$2.88M

Top Sells

1
+$2.81M
2
+$2.68M
3
+$2.61M
4
HLF icon
Herbalife
HLF
+$2.18M
5
JACK icon
Jack in the Box
JACK
+$2.13M

Sector Composition

1 Consumer Discretionary 18.45%
2 Technology 17.4%
3 Financials 16.25%
4 Industrials 15.69%
5 Communication Services 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NTES icon
51
NetEase
NTES
$88.7B
$1.16M 0.49%
11,254
+288
POOL icon
52
Pool Corp
POOL
$9.95B
$1.16M 0.49%
+3,364
HRB icon
53
H&R Block
HRB
$6.36B
$1.15M 0.49%
+52,929
AFL icon
54
Aflac
AFL
$57.3B
$1.15M 0.49%
22,449
+9,873
CZR icon
55
Caesars Entertainment
CZR
$4.1B
$1.14M 0.48%
+13,081
BIDU icon
56
Baidu
BIDU
$41.6B
$1.14M 0.48%
+5,235
CPAY icon
57
Corpay
CPAY
$18.4B
$1.13M 0.48%
+4,217
WDAY icon
58
Workday
WDAY
$64.1B
$1.13M 0.48%
+4,541
HLT icon
59
Hilton Worldwide
HLT
$59.7B
$1.12M 0.47%
+9,226
MAA icon
60
Mid-America Apartment Communities
MAA
$15B
$1.12M 0.47%
+7,733
TFX icon
61
Teleflex
TFX
$5.5B
$1.09M 0.46%
+2,633
DFS
62
DELISTED
Discover Financial Services
DFS
$1.09M 0.46%
+11,469
MS icon
63
Morgan Stanley
MS
$261B
$1.08M 0.46%
+13,885
V icon
64
Visa
V
$659B
$1.07M 0.45%
+5,078
ATO icon
65
Atmos Energy
ATO
$27.6B
$1.06M 0.45%
10,679
-6,610
FI icon
66
Fiserv
FI
$35.9B
$1.05M 0.44%
+8,805
MC icon
67
Moelis & Co
MC
$4.69B
$1.04M 0.44%
18,886
+1,547
LRCX icon
68
Lam Research
LRCX
$198B
$1.03M 0.44%
17,320
+7,090
COO icon
69
Cooper Companies
COO
$13.9B
$1.01M 0.43%
+10,560
HSY icon
70
Hershey
HSY
$34.4B
$1.01M 0.43%
+6,402
ITT icon
71
ITT
ITT
$14.4B
$1.01M 0.43%
+11,095
ZEN
72
DELISTED
ZENDESK INC
ZEN
$995K 0.42%
7,503
-7,070
ADM icon
73
Archer Daniels Midland
ADM
$29.1B
$986K 0.42%
+17,306
ISRG icon
74
Intuitive Surgical
ISRG
$189B
$984K 0.42%
+3,993
PRKS icon
75
United Parks & Resorts
PRKS
$2.66B
$976K 0.41%
+19,642
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