WCM

Weld Capital Management Portfolio holdings

AUM $98.8M
1-Year Est. Return 52.93%
This Fund
S&P 500
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
1001
– –
-16,968
1002
– –
-35,980
1003
– –
-7,011
1004
– –
-4,803
1005
– –
-37,280
1006
– –
-47,651
1007
– –
-9,330
1008
– –
-10,604
1009
– –
-23,419
1010
– –
-10,938
1011
– –
-20,389
1012
– –
-21,817
1013
– –
-7,776
1014
– –
-19,749
1015
– –
-9,722
1016
– –
-5,990
1017
– –
-22,249
1018
– –
-25,057
1019
– –
-59,050
1020
– –
-775
1021
– –
-43,415
1022
– –
-43,234
1023
– –
-143,891
1024
– –
-50,906
1025
– –
-37,768
39 40
41
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