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
$445M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$2.71M
3
+$2.71M
4
CL icon
Colgate-Palmolive
CL
+$2.69M
5
TMX
Terminix Global Holdings, Inc.
TMX
+$2.69M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 17.24%
2 Industrials 12.89%
3 Technology 12.78%
4 Financials 12.07%
5 Healthcare 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.15M 0.26%
+80,809
102
$1.15M 0.26%
+69,672
103
$1.14M 0.26%
+47,039
104
$1.13M 0.26%
+109,604
105
$1.13M 0.25%
+51,743
106
$1.12M 0.25%
+57,519
107
$1.12M 0.25%
+18,690
108
$1.11M 0.25%
+655
109
$1.11M 0.25%
+57,059
110
$1.11M 0.25%
+5,285
111
$1.11M 0.25%
+40,757
112
$1.11M 0.25%
+29,623
113
$1.1M 0.25%
+33,960
114
$1.09M 0.25%
+9,377
115
$1.09M 0.25%
+56,479
116
$1.09M 0.24%
+20,872
117
$1.07M 0.24%
+12,202
118
$1.07M 0.24%
+4,383
119
$1.07M 0.24%
+12,257
120
$1.06M 0.24%
+99,793
121
$1.06M 0.24%
+28,758
122
$1.06M 0.24%
+16,395
123
$1.05M 0.24%
+89,933
124
$1.05M 0.24%
+48,352
125
$1.04M 0.24%
+27,687
3 4
5
6 7