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
876
– –
-21,187
877
– –
-14,112
878
– –
-36,977
879
– –
-9,598
880
– –
-36,023
881
– –
-15,225
882
– –
-11,340
883
– –
-11,660
884
– –
-9,643
885
– –
-29,676
886
– –
-659
887
– –
-2,720
888
– –
-17,245
889
– –
-30,882
890
– –
-12,208
891
– –
-49,422
892
– –
-2,954
893
– –
-19,480
894
– –
-14,438
895
– –
-89,947
896
– –
-14,676
897
– –
-22,755
898
– –
-9,808
899
– –
-10,006
900
– –
-35,415
34 35
36
37 38