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
1001
– –
-22,064
1002
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-25,933
1003
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-15,089
1004
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-6,888
1005
– –
-2,810
1006
– –
-42,869
1007
– –
-16,175
1008
– –
-8,175
1009
– –
-17,653
1010
– –
-21,147
1011
– –
-11,297
1012
– –
-17,218
1013
– –
-41,965
1014
– –
-14,711
1015
– –
-21,491
1016
– –
-16,766
1017
– –
-31,788
1018
– –
-42,329
1019
– –
-18,231
1020
– –
-22,416
1021
– –
-64,449
1022
– –
-16,631
1023
– –
-13,299
1024
– –
-17,245
1025
– –
-30,882
39 40
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42 43