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
751
– –
-16,542
752
– –
-10,793
753
– –
-69,780
754
– –
-1,579
755
– –
-11,645
756
– –
-26,469
757
– –
-18,396
758
– –
-8,174
759
– –
-11,486
760
– –
-4,402
761
– –
-6,691
762
– –
-2,146
763
– –
-18,696
764
– –
-16,811
765
– –
-7,544
766
– –
-6,886
767
– –
-54,964
768
– –
-33,106
769
– –
-7,640
770
– –
-9,013
771
– –
-2,830
772
– –
-20,790
773
– –
-8,003
774
– –
-44,912
775
– –
-30,561
29 30
31
32 33