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
176
$521K 0.2%
+3,993
177
$519K 0.2%
+27,677
178
$519K 0.2%
27,391
-113
179
$511K 0.2%
+41,718
180
$510K 0.2%
+60,429
181
$509K 0.2%
+4,470
182
$505K 0.2%
19,349
-34,078
183
$504K 0.2%
+4,113
184
$498K 0.2%
10,304
+2,322
185
$493K 0.19%
+5,315
186
$490K 0.19%
20,090
+9,297
187
$488K 0.19%
1,205
-3,449
188
$488K 0.19%
+20,484
189
$485K 0.19%
7,180
+1,794
190
$483K 0.19%
+8,192
191
$483K 0.19%
+11,175
192
$483K 0.19%
+6,255
193
$482K 0.19%
+22,900
194
$480K 0.19%
1,064
-2,655
195
$479K 0.19%
+11,738
196
$474K 0.19%
+13,558
197
$472K 0.19%
+2,944
198
$471K 0.18%
+9,314
199
$470K 0.18%
+3,178
200
$466K 0.18%
14,410
-70,250
6 7
8
9 10