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
$544M
AUM Growth
-$4.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,058
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$2.75M
3
+$2.71M
4
GLPI icon
Gaming and Leisure Properties
GLPI
+$2.69M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$2.64M

Top Sells

1
+$3.23M
2
+$3.04M
3
+$2.81M
4
CUZ icon
Cousins Properties
CUZ
+$2.7M
5
CE icon
Celanese
CE
+$2.67M

Sector Composition

1 Consumer Discretionary 18.87%
2 Financials 12.98%
3 Technology 12.44%
4 Healthcare 9.37%
5 Industrials 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
– –
-7,057
802
– –
-20,809
803
– –
-10,419
804
– –
-13,518
805
– –
-41,272
806
– –
-19,114
807
– –
-15,233
808
– –
-2,088
809
– –
-21,115
810
– –
-26,935
811
– –
-11,261
812
– –
-42,369
813
– –
-12,971
814
– –
-36,925
815
– –
-4,867
816
– –
-7,056
817
– –
-13,188
818
– –
-23,368
819
– –
-18,534
820
– –
-15,254
821
– –
-13,085
822
– –
-7,204
823
– –
-1,959
824
– –
-10,770
825
– –
-9,251
31 32
33
34 35