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
$254M
AUM Growth
-$1.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
729
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.46M
3
+$2.12M
4
TPH icon
Tri Pointe Homes
TPH
+$2.06M
5
TSLA icon
Tesla
TSLA
+$1.87M

Top Sells

1
+$2.66M
2
+$2.45M
3
+$1.97M
4
PCRX icon
Pacira BioSciences
PCRX
+$1.97M
5
CRI icon
Carter's
CRI
+$1.95M

Sector Composition

1 Consumer Discretionary 23.49%
2 Healthcare 12.55%
3 Industrials 12%
4 Financials 10.98%
5 Technology 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$754K 0.3%
+7,589
102
$752K 0.3%
+52,245
103
$752K 0.3%
12,011
+5,489
104
$748K 0.3%
9,850
-17,791
105
$746K 0.29%
+5,984
106
$733K 0.29%
19,725
+10,992
107
$731K 0.29%
+12,861
108
$727K 0.29%
42,452
+12,952
109
$719K 0.28%
34,373
+22,201
110
$718K 0.28%
+50,617
111
$716K 0.28%
+7,314
112
$714K 0.28%
39,226
+9,669
113
$711K 0.28%
+20,727
114
$711K 0.28%
+9,841
115
$708K 0.28%
17,186
+8,603
116
$706K 0.28%
+18,194
117
$705K 0.28%
+13,646
118
$703K 0.28%
+2,685
119
$698K 0.28%
+9,713
120
$697K 0.27%
4,854
+633
121
$694K 0.27%
14,886
-34,020
122
$690K 0.27%
+5,437
123
$686K 0.27%
26,271
+6,663
124
$685K 0.27%
15,561
-10,021
125
$684K 0.27%
3,212
-1,748
3 4
5
6 7