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
126
$1.27M 0.23%
+179,585
127
$1.27M 0.23%
+40,814
128
$1.26M 0.23%
+44,550
129
$1.26M 0.23%
50,480
+23,230
130
$1.24M 0.23%
+40,840
131
$1.23M 0.23%
+9,452
132
$1.22M 0.22%
+135,795
133
$1.21M 0.22%
+15,929
134
$1.21M 0.22%
22,890
-2,528
135
$1.21M 0.22%
78,635
-15,510
136
$1.2M 0.22%
+11,747
137
$1.2M 0.22%
+16,517
138
$1.19M 0.22%
21,410
-7,504
139
$1.19M 0.22%
9,722
+4,663
140
$1.18M 0.22%
+28,864
141
$1.18M 0.22%
23,102
-111
142
$1.17M 0.21%
21,765
+7,387
143
$1.17M 0.21%
175,036
+67,741
144
$1.17M 0.21%
48,525
-7,437
145
$1.16M 0.21%
12,143
-16,768
146
$1.16M 0.21%
+7,562
147
$1.16M 0.21%
+9,154
148
$1.15M 0.21%
+14,209
149
$1.15M 0.21%
+29,138
150
$1.14M 0.21%
7,037
+159
4 5
6
7 8