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
176
$531K 0.21%
61,132
-61,126
177
$522K 0.21%
+10,111
178
$519K 0.2%
+7,251
179
$516K 0.2%
49,081
+25,788
180
$514K 0.2%
4,359
-8,338
181
$513K 0.2%
10,185
+3,195
182
$512K 0.2%
6,616
+2,182
183
$503K 0.2%
17,090
-4,306
184
$503K 0.2%
38,253
-49,625
185
$503K 0.2%
+14,979
186
$501K 0.2%
+4,686
187
$495K 0.2%
25,462
+12,434
188
$493K 0.19%
+43,493
189
$487K 0.19%
22,628
+9,282
190
$486K 0.19%
15,124
-23,715
191
$485K 0.19%
+9,923
192
$481K 0.19%
+2,486
193
$481K 0.19%
+22,541
194
$480K 0.19%
+16,138
195
$477K 0.19%
441
-477
196
$476K 0.19%
+8,948
197
$473K 0.19%
+8,666
198
$469K 0.19%
6,400
+3,160
199
$468K 0.18%
5,127
-188
200
$459K 0.18%
8,867
+5,189
6 7
8
9 10