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
201
$787K 0.18%
+31,114
202
$786K 0.18%
+31,635
203
$782K 0.18%
+7,047
204
$781K 0.18%
+19,381
205
$780K 0.18%
+9,265
206
$777K 0.17%
+5,925
207
$767K 0.17%
+20,136
208
$765K 0.17%
+4,069
209
$762K 0.17%
+51,207
210
$761K 0.17%
+54,612
211
$760K 0.17%
+4,774
212
$760K 0.17%
+47,825
213
$754K 0.17%
+4,333
214
$754K 0.17%
+27,591
215
$752K 0.17%
+42,401
216
$752K 0.17%
+22,355
217
$745K 0.17%
+29,427
218
$745K 0.17%
+17,906
219
$744K 0.17%
+7,998
220
$743K 0.17%
+20,123
221
$743K 0.17%
+23,438
222
$725K 0.16%
+10,347
223
$725K 0.16%
+17,095
224
$725K 0.16%
+63,273
225
$721K 0.16%
+27,383
7 8
9
10 11