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
126
$683K 0.27%
+3,311
127
$682K 0.27%
2,739
-706
128
$680K 0.27%
+5,455
129
$675K 0.27%
27,150
+4,250
130
$672K 0.27%
+11,402
131
$659K 0.26%
+39,571
132
$658K 0.26%
85,844
+67,725
133
$657K 0.26%
+38,441
134
$656K 0.26%
12,656
-10,215
135
$645K 0.25%
+3,528
136
$638K 0.25%
90,158
+48,681
137
$638K 0.25%
+2,194
138
$634K 0.25%
70,318
+34,061
139
$631K 0.25%
+11,432
140
$626K 0.25%
+6,328
141
$626K 0.25%
+5,117
142
$624K 0.25%
+11,730
143
$622K 0.25%
18,342
-7,083
144
$615K 0.24%
+3,259
145
$609K 0.24%
+5,581
146
$608K 0.24%
52,306
+41,432
147
$608K 0.24%
1,694
+825
148
$606K 0.24%
2,956
-6,161
149
$605K 0.24%
+24,762
150
$600K 0.24%
4,066
-3,074
4 5
6
7 8