WCM

Weld Capital Management Portfolio holdings

AUM $98.8M
1-Year Est. Return 52.93%
This Fund
S&P 500
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
951
– –
-24,145
952
– –
-65,098
953
– –
-7,596
954
– –
-65,693
955
– –
-6,888
956
– –
-2,810
957
– –
-42,869
958
– –
-16,175
959
– –
-18,231
960
– –
-22,416
961
– –
-64,449
962
– –
-16,631
963
– –
-13,299
964
– –
-10,449
965
– –
-38,410
966
– –
-24,252
967
– –
-3,113
968
– –
-10,256
969
– –
-13,518
970
– –
-41,272
971
– –
-36,925
972
– –
-4,867
973
– –
-7,056
974
– –
-13,188
975
– –
-9,835
37 38
39
40 41