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
126
$1.04M 0.23%
+43,179
127
$1.04M 0.23%
+15,368
128
$1.04M 0.23%
+22,944
129
$1.03M 0.23%
+52,101
130
$1.03M 0.23%
+19,660
131
$1.02M 0.23%
+117,850
132
$1.02M 0.23%
+26,485
133
$1.02M 0.23%
+12,432
134
$1.01M 0.23%
+111,347
135
$1.01M 0.23%
+70,036
136
$1.01M 0.23%
+87,699
137
$1M 0.23%
+9,736
138
$999K 0.22%
+15,424
139
$987K 0.22%
+49,060
140
$982K 0.22%
+48,574
141
$982K 0.22%
+39,639
142
$972K 0.22%
+68,498
143
$970K 0.22%
+18,654
144
$969K 0.22%
+42,979
145
$955K 0.21%
+21,766
146
$946K 0.21%
+73,191
147
$946K 0.21%
+16,845
148
$945K 0.21%
+47,209
149
$943K 0.21%
+69,159
150
$938K 0.21%
+28,831
4 5
6
7 8