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
$445M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$2.71M
3
+$2.71M
4
CL icon
Colgate-Palmolive
CL
+$2.69M
5
TMX
Terminix Global Holdings, Inc.
TMX
+$2.69M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 17.24%
2 Industrials 12.89%
3 Technology 12.78%
4 Financials 12.07%
5 Healthcare 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$855K 0.19%
+16,665
177
$854K 0.19%
+29,782
178
$854K 0.19%
+14,008
179
$851K 0.19%
+22,668
180
$850K 0.19%
+51,425
181
$850K 0.19%
+16,130
182
$846K 0.19%
+491
183
$843K 0.19%
+34,242
184
$842K 0.19%
+39,330
185
$839K 0.19%
+21,406
186
$837K 0.19%
+47,891
187
$833K 0.19%
+9,654
188
$828K 0.19%
+25,010
189
$824K 0.19%
+50,750
190
$824K 0.19%
+5,560
191
$823K 0.19%
+3,319
192
$823K 0.19%
+20,963
193
$818K 0.18%
+5,050
194
$809K 0.18%
+12,783
195
$808K 0.18%
+13,178
196
$807K 0.18%
+17,049
197
$801K 0.18%
+56,584
198
$796K 0.18%
+10,600
199
$796K 0.18%
+49,847
200
$788K 0.18%
+11,752
6 7
8
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