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
$255M
AUM Growth
+$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.4M
3
+$2.2M
4
TSCO icon
Tractor Supply
TSCO
+$2.09M
5
CAH icon
Cardinal Health
CAH
+$2M

Top Sells

1
+$2.27M
2
+$2.11M
3
+$1.99M
4
MXIM
Maxim Integrated Products
MXIM
+$1.84M
5
ADSK icon
Autodesk
ADSK
+$1.74M

Sector Composition

1 Healthcare 17.35%
2 Consumer Discretionary 15.99%
3 Technology 12.47%
4 Financials 12.13%
5 Industrials 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$836K 0.33%
+9,571
102
$833K 0.33%
11,986
+8,521
103
$828K 0.32%
+12,930
104
$824K 0.32%
+15,756
105
$805K 0.32%
28,635
+16,020
106
$799K 0.31%
+2,911
107
$798K 0.31%
+41,373
108
$781K 0.31%
+32,903
109
$781K 0.31%
+5,159
110
$775K 0.3%
3,307
-1,481
111
$763K 0.3%
24,760
+5,349
112
$761K 0.3%
+29,722
113
$755K 0.3%
+9,485
114
$755K 0.3%
70,930
-11,755
115
$744K 0.29%
26,321
-12,658
116
$741K 0.29%
+11,560
117
$734K 0.29%
9,288
-6,243
118
$730K 0.29%
7,328
-1,252
119
$729K 0.29%
+10,610
120
$726K 0.28%
+3,759
121
$725K 0.28%
+10,488
122
$721K 0.28%
73,514
-166,616
123
$713K 0.28%
+3,060
124
$711K 0.28%
+20,608
125
$690K 0.27%
+12,518
3 4
5
6 7