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
126
$526K 0.27%
+16,350
127
$523K 0.27%
13,884
+7,073
128
$516K 0.26%
+10,401
129
$513K 0.26%
+19,467
130
$507K 0.26%
+5,998
131
$503K 0.26%
5,783
+2,683
132
$499K 0.25%
6,944
-1,386
133
$498K 0.25%
+5,687
134
$496K 0.25%
+9,425
135
$495K 0.25%
+25,812
136
$487K 0.25%
+4,914
137
$486K 0.25%
88,319
-23,620
138
$482K 0.25%
3,359
+191
139
$476K 0.24%
+19,601
140
$474K 0.24%
1,820
-5,865
141
$473K 0.24%
+1,597
142
$470K 0.24%
12,719
-16,850
143
$470K 0.24%
5,584
-2,717
144
$470K 0.24%
+44,440
145
$469K 0.24%
5,220
-8,235
146
$467K 0.24%
+16,436
147
$466K 0.24%
+35,692
148
$464K 0.24%
7,119
-25,539
149
$463K 0.24%
+17,250
150
$461K 0.24%
14,471
-4,978
4 5
6
7 8