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
101
$1.46M 0.27%
63,402
+19,721
102
$1.45M 0.27%
39,268
+8,054
103
$1.44M 0.26%
+40,414
104
$1.44M 0.26%
+17,994
105
$1.42M 0.26%
5,203
+3,567
106
$1.42M 0.26%
55,528
+45,501
107
$1.42M 0.26%
11,561
-3,313
108
$1.42M 0.26%
+36,065
109
$1.41M 0.26%
+10,088
110
$1.39M 0.26%
29,600
+15,360
111
$1.38M 0.25%
+32,915
112
$1.38M 0.25%
+25,600
113
$1.38M 0.25%
+27,398
114
$1.37M 0.25%
33,260
+7,624
115
$1.36M 0.25%
+24,585
116
$1.35M 0.25%
46,979
+6,185
117
$1.34M 0.25%
5,063
-1,735
118
$1.34M 0.25%
21,135
+14,966
119
$1.32M 0.24%
18,271
+8,044
120
$1.32M 0.24%
+6,792
121
$1.31M 0.24%
182,326
+62,244
122
$1.3M 0.24%
45,580
+19,265
123
$1.3M 0.24%
27,983
+23,378
124
$1.28M 0.24%
245,258
+195,335
125
$1.28M 0.24%
4,606
-3,313
3 4
5
6 7