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
151
$600K 0.24%
+35,934
152
$593K 0.23%
6,190
+2,804
153
$591K 0.23%
+2,174
154
$586K 0.23%
+9,959
155
$584K 0.23%
+49,390
156
$582K 0.23%
5,232
+570
157
$568K 0.22%
+32,438
158
$565K 0.22%
+25,963
159
$561K 0.22%
+26,748
160
$558K 0.22%
+3,433
161
$554K 0.22%
+6,976
162
$551K 0.22%
+9,900
163
$550K 0.22%
43,990
+10,587
164
$545K 0.21%
9,070
-11,212
165
$544K 0.21%
+7,467
166
$544K 0.21%
+28,160
167
$544K 0.21%
+29,557
168
$543K 0.21%
22,641
+145
169
$534K 0.21%
+4,767
170
$534K 0.21%
+15,627
171
$532K 0.21%
+29,500
172
$529K 0.21%
+19,608
173
$529K 0.21%
5,902
-11,322
174
$526K 0.21%
3,004
-355
175
$525K 0.21%
+26,617
5 6
7
8 9