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
1026
– –
-12,208
1027
– –
-49,422
1028
– –
-116,026
1029
– –
-38,351
1030
– –
-19,545
1031
– –
-41,823
1032
– –
-32,430
1033
– –
-8,454
1034
– –
-10,894
1035
– –
-34,600
1036
– –
-15,923
1037
– –
-93,102
1038
– –
-1,911
1039
– –
-3,672
1040
– –
-18,188
1041
– –
-15,445
1042
– –
-28,085
1043
– –
-46,990
1044
– –
-17,070
1045
– –
-10,739
1046
– –
-10,449
1047
– –
-38,410
1048
– –
-24,252
1049
– –
-4,958
1050
– –
-72,283
39 40 41
42
43