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
$196M
AUM Growth
-$323M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
830
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$2.04M
3
+$1.84M
4
ARI
Apollo Commercial Real Estate
ARI
+$1.78M
5
HAE icon
Haemonetics
HAE
+$1.72M

Top Sells

1
+$3.23M
2
+$3.23M
3
+$3.23M
4
JBL icon
Jabil
JBL
+$3.23M
5
FLR icon
Fluor
FLR
+$3.22M

Sector Composition

1 Technology 18.08%
2 Healthcare 13.99%
3 Financials 11.7%
4 Real Estate 10.74%
5 Industrials 10.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$652K 0.33%
+85,277
102
$648K 0.33%
21,016
-31,033
103
$643K 0.33%
+3,572
104
$640K 0.33%
8,580
+162
105
$615K 0.31%
+23,687
106
$610K 0.31%
+44,064
107
$607K 0.31%
19,897
+5,071
108
$601K 0.31%
+8,928
109
$587K 0.3%
+4,432
110
$585K 0.3%
19,117
-17,767
111
$583K 0.3%
+11,222
112
$581K 0.3%
12,043
-15,933
113
$580K 0.3%
+12,571
114
$575K 0.29%
+4,192
115
$574K 0.29%
101,934
+23,311
116
$567K 0.29%
+5,334
117
$566K 0.29%
+2,943
118
$564K 0.29%
+6,662
119
$563K 0.29%
+3,018
120
$559K 0.29%
3,615
-10,474
121
$553K 0.28%
+76,243
122
$550K 0.28%
89,240
-8,142
123
$538K 0.27%
38,075
+5,480
124
$533K 0.27%
+36,965
125
$529K 0.27%
+17,001
3 4
5
6 7