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
176
$997K 0.18%
+7,562
177
$989K 0.18%
5,771
+3,214
178
$986K 0.18%
13,545
-4,962
179
$980K 0.18%
+25,261
180
$980K 0.18%
10,143
-2,321
181
$973K 0.18%
7,847
+4,026
182
$971K 0.18%
47,463
-20,024
183
$971K 0.18%
11,144
+6,619
184
$968K 0.18%
+7,789
185
$957K 0.18%
+27,059
186
$953K 0.18%
+33,392
187
$952K 0.17%
+38,870
188
$951K 0.17%
+30,082
189
$950K 0.17%
+69,901
190
$948K 0.17%
56,764
+18,996
191
$938K 0.17%
+219,226
192
$937K 0.17%
+16,658
193
$934K 0.17%
+13,452
194
$934K 0.17%
+67,619
195
$934K 0.17%
+31,057
196
$929K 0.17%
+18,838
197
$926K 0.17%
7,058
+1,964
198
$925K 0.17%
+15,649
199
$925K 0.17%
+18,157
200
$922K 0.17%
67,258
+51,842
6 7
8
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