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
$445M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$2.71M
3
+$2.71M
4
CL icon
Colgate-Palmolive
CL
+$2.69M
5
TMX
Terminix Global Holdings, Inc.
TMX
+$2.69M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 17.24%
2 Industrials 12.89%
3 Technology 12.78%
4 Financials 12.07%
5 Healthcare 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.33M 0.3%
+36,244
77
$1.33M 0.3%
+21,647
78
$1.33M 0.3%
+45,169
79
$1.33M 0.3%
+26,663
80
$1.32M 0.3%
+30,945
81
$1.31M 0.29%
+19,886
82
$1.31M 0.29%
+29,550
83
$1.3M 0.29%
+69,074
84
$1.3M 0.29%
+14,436
85
$1.3M 0.29%
+32,421
86
$1.3M 0.29%
+14,195
87
$1.29M 0.29%
+47,245
88
$1.29M 0.29%
+69,284
89
$1.28M 0.29%
+8,308
90
$1.26M 0.28%
+70,538
91
$1.25M 0.28%
+28,354
92
$1.24M 0.28%
+221,176
93
$1.24M 0.28%
+10,559
94
$1.23M 0.28%
+81,695
95
$1.22M 0.27%
+22,651
96
$1.22M 0.27%
+20,624
97
$1.21M 0.27%
+79,302
98
$1.2M 0.27%
+88,906
99
$1.18M 0.26%
+46,983
100
$1.17M 0.26%
+72,401
2 3
4
5 6