WCM

Weld Capital Management Portfolio holdings

AUM $98.8M
1-Year Est. Return 52.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+52.83%
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
+$3.32M
2
+$3.1M
3
+$3.03M
4
ADBE icon
Adobe
ADBE
+$2.86M
5
INTU icon
Intuit
INTU
+$2.84M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 17.24%
2 Industrials 13.17%
3 Technology 12.55%
4 Financials 12.07%
5 Healthcare 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$937K 0.21%
+21,570
152
$935K 0.21%
+159,970
153
$929K 0.21%
+26,937
154
$929K 0.21%
+18,800
155
$928K 0.21%
+54,297
156
$917K 0.21%
+10,990
157
$914K 0.21%
+10,729
158
$908K 0.2%
+9,017
159
$905K 0.2%
+271,080
160
$896K 0.2%
+16,613
161
$894K 0.2%
+26,251
162
$893K 0.2%
+19,390
163
$880K 0.2%
+31,653
164
$879K 0.2%
+3,347
165
$878K 0.2%
+26,261
166
$878K 0.2%
+32,790
167
$873K 0.2%
+11,677
168
$872K 0.2%
+87,289
169
$870K 0.2%
+58,684
170
$870K 0.2%
+48,641
171
$868K 0.2%
+15,062
172
$864K 0.19%
+5,998
173
$863K 0.19%
+51,710
174
$860K 0.19%
+3,744
175
$858K 0.19%
+50,365
5 6
7
8 9