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
$255M
AUM Growth
+$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.4M
3
+$2.2M
4
TSCO icon
Tractor Supply
TSCO
+$2.09M
5
CAH icon
Cardinal Health
CAH
+$2M

Top Sells

1
+$2.27M
2
+$2.11M
3
+$1.99M
4
MXIM
Maxim Integrated Products
MXIM
+$1.84M
5
ADSK icon
Autodesk
ADSK
+$1.74M

Sector Composition

1 Healthcare 17.35%
2 Consumer Discretionary 15.99%
3 Technology 12.47%
4 Financials 12.13%
5 Industrials 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$982K 0.39%
+87,878
77
$952K 0.37%
+3,825
78
$950K 0.37%
+21,115
79
$946K 0.37%
+63,746
80
$946K 0.37%
12,059
+6,475
81
$938K 0.37%
14,375
+9,459
82
$935K 0.37%
+14,233
83
$928K 0.36%
+35,420
84
$921K 0.36%
18,551
+5,980
85
$910K 0.36%
+10,673
86
$905K 0.35%
918
-1,446
87
$904K 0.35%
+35,932
88
$885K 0.35%
+4,960
89
$884K 0.35%
+42,695
90
$875K 0.34%
3,658
-7,273
91
$874K 0.34%
+5,191
92
$873K 0.34%
+6,156
93
$867K 0.34%
+34,358
94
$866K 0.34%
+84,574
95
$866K 0.34%
49,987
-42,868
96
$864K 0.34%
+17,989
97
$861K 0.34%
25,425
-7,339
98
$856K 0.34%
24,708
+8,272
99
$855K 0.34%
82,076
+30,460
100
$848K 0.33%
+6,699
2 3
4
5 6