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
151
$1.13M 0.21%
+21,674
152
$1.13M 0.21%
+6,708
153
$1.13M 0.21%
36,205
+9,949
154
$1.12M 0.21%
+22,202
155
$1.12M 0.21%
20,857
+7,272
156
$1.11M 0.2%
+35,215
157
$1.1M 0.2%
49,144
+20,065
158
$1.1M 0.2%
+47,946
159
$1.1M 0.2%
+7,675
160
$1.09M 0.2%
61,401
+37,409
161
$1.09M 0.2%
+80,922
162
$1.08M 0.2%
+36,786
163
$1.07M 0.2%
+10,578
164
$1.07M 0.2%
+973
165
$1.07M 0.2%
9,121
+4,804
166
$1.07M 0.2%
17,176
+1,492
167
$1.06M 0.19%
+30,496
168
$1.04M 0.19%
+27,070
169
$1.03M 0.19%
+15,114
170
$1.02M 0.19%
+18,387
171
$1.02M 0.19%
14,027
+7,707
172
$1.01M 0.19%
13,340
-12,924
173
$1.01M 0.19%
+18,095
174
$1.01M 0.19%
10,752
+4,418
175
$1M 0.18%
29,550
-2,364
5 6
7
8 9