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
76
$1.66M 0.3%
14,570
-4,484
77
$1.65M 0.3%
25,642
+20,756
78
$1.64M 0.3%
12,778
-4,071
79
$1.64M 0.3%
+25,733
80
$1.63M 0.3%
42,676
-51,021
81
$1.62M 0.3%
11,400
-8,304
82
$1.62M 0.3%
+105,798
83
$1.6M 0.29%
52,357
+4,155
84
$1.59M 0.29%
37,136
+2,233
85
$1.58M 0.29%
+117,819
86
$1.55M 0.29%
4,478
-1,376
87
$1.54M 0.28%
34,805
+15,030
88
$1.53M 0.28%
100,312
+74,635
89
$1.52M 0.28%
+118,148
90
$1.51M 0.28%
26,090
-23,394
91
$1.51M 0.28%
26,981
+13,966
92
$1.5M 0.28%
+16,129
93
$1.5M 0.28%
+100,605
94
$1.49M 0.27%
+24,142
95
$1.49M 0.27%
20,911
+8,680
96
$1.48M 0.27%
+26,133
97
$1.48M 0.27%
6,588
+4,972
98
$1.47M 0.27%
+14,456
99
$1.47M 0.27%
82,840
+8,298
100
$1.47M 0.27%
29,644
-39,884
2 3
4
5 6