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
$196M
AUM Growth
-$323M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
830
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$2.04M
3
+$1.84M
4
ARI
Apollo Commercial Real Estate
ARI
+$1.78M
5
HAE icon
Haemonetics
HAE
+$1.72M

Top Sells

1
+$3.23M
2
+$3.23M
3
+$3.23M
4
JBL icon
Jabil
JBL
+$3.23M
5
FLR icon
Fluor
FLR
+$3.22M

Sector Composition

1 Technology 18.08%
2 Healthcare 13.99%
3 Financials 11.7%
4 Real Estate 10.74%
5 Industrials 10.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$768K 0.39%
+908
77
$766K 0.39%
9,612
-27,031
78
$757K 0.39%
+11,544
79
$756K 0.39%
10,114
-2,793
80
$752K 0.38%
+82,685
81
$749K 0.38%
4,788
-11,683
82
$731K 0.37%
8,193
+3,061
83
$726K 0.37%
+15,754
84
$725K 0.37%
+86,780
85
$723K 0.37%
29,747
+23,721
86
$720K 0.37%
+8,057
87
$710K 0.36%
+12,220
88
$710K 0.36%
+81,008
89
$710K 0.36%
+52,547
90
$706K 0.36%
20,956
+12,825
91
$704K 0.36%
7,629
-4,851
92
$695K 0.35%
+7,525
93
$688K 0.35%
+16,343
94
$686K 0.35%
19,128
+3,551
95
$679K 0.35%
10,684
-18,168
96
$671K 0.34%
+23,557
97
$669K 0.34%
+10,994
98
$664K 0.34%
+17,538
99
$661K 0.34%
+74,570
100
$656K 0.33%
+197,685
2 3
4
5 6