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
1026
– –
-42,984
1027
– –
-34,420
1028
– –
-27,167
1029
– –
-1,037
1030
– –
-72,283
1031
– –
-12,108
1032
– –
-64,602
1033
– –
-69,771
1034
– –
-14,052
1035
– –
-4,958
1036
– –
-58,068
1037
– –
-20,636
1038
– –
-7,648
1039
– –
-7,344
1040
– –
-7,757
1041
– –
-97,205
1042
– –
-22,521
1043
– –
-6,892
1044
– –
-4,722
1045
– –
-8,766
1046
– –
-10,092
1047
– –
-7,245
1048
– –
-14,177
1049
– –
-1,899
1050
– –
-113,533
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