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
151
$453K 0.23%
+521
152
$449K 0.23%
+19,334
153
$449K 0.23%
+9,119
154
$448K 0.23%
+10,786
155
$447K 0.23%
+23,992
156
$447K 0.23%
+40,532
157
$446K 0.23%
3,195
-12,442
158
$445K 0.23%
+9,427
159
$442K 0.23%
19,411
+10,162
160
$442K 0.23%
+5,108
161
$440K 0.22%
+10,942
162
$437K 0.22%
49,611
-42,436
163
$436K 0.22%
+4,662
164
$434K 0.22%
+1,632
165
$434K 0.22%
12,328
+8,815
166
$430K 0.22%
11,120
+459
167
$426K 0.22%
9,202
-29,955
168
$420K 0.21%
28,198
-4,471
169
$418K 0.21%
+5,205
170
$415K 0.21%
3,105
-5,173
171
$414K 0.21%
+14,731
172
$412K 0.21%
18,603
-45,344
173
$412K 0.21%
82,207
+51,105
174
$411K 0.21%
82,105
+28,841
175
$411K 0.21%
13,461
+1,716
5 6
7
8 9