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
126
$687K 0.27%
39,211
-46,066
127
$685K 0.27%
+4,172
128
$683K 0.27%
+20,975
129
$678K 0.27%
60,332
-28,908
130
$677K 0.27%
2,670
+248
131
$677K 0.27%
+14,287
132
$676K 0.27%
+4,806
133
$675K 0.26%
5,579
-13,871
134
$672K 0.26%
+3,117
135
$671K 0.26%
+14,488
136
$668K 0.26%
+4,132
137
$668K 0.26%
+4,927
138
$664K 0.26%
+24,769
139
$662K 0.26%
+16,044
140
$656K 0.26%
+19,534
141
$654K 0.26%
+4,221
142
$652K 0.26%
6,680
-2,522
143
$643K 0.25%
+26,105
144
$643K 0.25%
+5,383
145
$639K 0.25%
30,712
+9,632
146
$627K 0.25%
21,396
+9,562
147
$618K 0.24%
+17,998
148
$618K 0.24%
+5,966
149
$613K 0.24%
+12,472
150
$609K 0.24%
+8,255
4 5
6
7 8