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
$254M
AUM Growth
-$1.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
729
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.46M
3
+$2.12M
4
TPH icon
Tri Pointe Homes
TPH
+$2.06M
5
TSLA icon
Tesla
TSLA
+$1.87M

Top Sells

1
+$2.66M
2
+$2.45M
3
+$1.97M
4
PCRX icon
Pacira BioSciences
PCRX
+$1.97M
5
CRI icon
Carter's
CRI
+$1.95M

Sector Composition

1 Consumer Discretionary 23.49%
2 Healthcare 12.55%
3 Industrials 12%
4 Financials 10.98%
5 Technology 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$908K 0.36%
42,253
+22,163
77
$904K 0.36%
+36,771
78
$893K 0.35%
12,590
+2,102
79
$892K 0.35%
40,668
+4,736
80
$880K 0.35%
+14,281
81
$876K 0.35%
+6,425
82
$872K 0.34%
+19,757
83
$871K 0.34%
+24,538
84
$855K 0.34%
90,288
+12,753
85
$848K 0.33%
+15,194
86
$848K 0.33%
42,460
+30,493
87
$841K 0.33%
31,996
+7,227
88
$836K 0.33%
93,710
+70,540
89
$836K 0.33%
41,049
+32,002
90
$836K 0.33%
5,999
+616
91
$822K 0.32%
32,641
+7,881
92
$819K 0.32%
+9,244
93
$807K 0.32%
+29,322
94
$803K 0.32%
6,877
+2,764
95
$802K 0.32%
+19,704
96
$793K 0.31%
11,281
-9,283
97
$783K 0.31%
+36,516
98
$774K 0.31%
8,666
+2,411
99
$763K 0.3%
790
+243
100
$762K 0.3%
9,877
+5,849
2 3
4
5 6