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
176
$410K 0.21%
+11,688
177
$408K 0.21%
+15,224
178
$405K 0.21%
10,476
+4,975
179
$404K 0.21%
+33,947
180
$403K 0.21%
+23,310
181
$403K 0.21%
+2,736
182
$402K 0.2%
+24,987
183
$399K 0.2%
10,074
-12,524
184
$397K 0.2%
27,504
-75,465
185
$394K 0.2%
14,438
-4,062
186
$392K 0.2%
+69,830
187
$391K 0.2%
+8,587
188
$390K 0.2%
+17,864
189
$390K 0.2%
51,616
+21,298
190
$386K 0.2%
+5,386
191
$385K 0.2%
2,882
+1,610
192
$385K 0.2%
+41,288
193
$384K 0.2%
13,401
+7,690
194
$382K 0.19%
+29,656
195
$379K 0.19%
+16,692
196
$378K 0.19%
+11,689
197
$377K 0.19%
19,900
-54,983
198
$370K 0.19%
+35,698
199
$370K 0.19%
26,017
+16,289
200
$370K 0.19%
+28,081
6 7
8
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