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
151
$599K 0.24%
16,713
+8,490
152
$598K 0.24%
+14,658
153
$597K 0.24%
1,559
-2,266
154
$595K 0.23%
18,801
+10,959
155
$592K 0.23%
+35,717
156
$587K 0.23%
19,939
+9,321
157
$587K 0.23%
7,132
+156
158
$580K 0.23%
+1,512
159
$577K 0.23%
+10,933
160
$574K 0.23%
+5,506
161
$574K 0.23%
+14,031
162
$574K 0.23%
+5,610
163
$573K 0.23%
+8,859
164
$571K 0.23%
+6,365
165
$567K 0.22%
+2,955
166
$566K 0.22%
+7,246
167
$561K 0.22%
11,512
+337
168
$559K 0.22%
46,415
+31,283
169
$556K 0.22%
3,721
-6,313
170
$549K 0.22%
1,097
+364
171
$544K 0.21%
6,556
-2,945
172
$541K 0.21%
+2,290
173
$537K 0.21%
+30,442
174
$535K 0.21%
+37,881
175
$533K 0.21%
+15,533
5 6
7
8 9