WCM

Weld Capital Management Portfolio holdings

AUM $98.8M
1-Year Est. Return 52.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+52.83%
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
+$2.78M
2
+$2.74M
3
+$2.73M
4
AMZN icon
Amazon
AMZN
+$2.72M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$2.7M

Top Sells

1
+$3.23M
2
+$3.04M
3
+$2.81M
4
CUZ icon
Cousins Properties
CUZ
+$2.7M
5
USNA icon
Usana Health Sciences
USNA
+$2.67M

Sector Composition

1 Consumer Discretionary 18.87%
2 Financials 12.98%
3 Technology 12.44%
4 Industrials 9.47%
5 Healthcare 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
– –
-21,147
852
– –
-11,297
853
– –
-17,218
854
– –
-41,965
855
– –
-7,868
856
– –
-14,711
857
– –
-21,491
858
– –
-16,766
859
– –
-31,788
860
– –
-42,329
861
– –
-9,853
862
– –
-35,854
863
– –
-15,475
864
– –
-15,490
865
– –
-34,496
866
– –
-8,675
867
– –
-42,110
868
– –
-49,053
869
– –
-15,701
870
– –
-41,195
871
– –
-30,099
872
– –
-40,794
873
– –
-7,174
874
– –
-28,544
875
– –
-25,001
33 34
35
36 37