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
201
$921K 0.17%
23,188
+5,973
202
$920K 0.17%
+19,148
203
$918K 0.17%
38,521
+15,106
204
$911K 0.17%
20,291
-5,168
205
$908K 0.17%
45,177
+14,664
206
$905K 0.17%
40,943
+16,353
207
$901K 0.17%
+19,093
208
$900K 0.17%
49,532
-32,001
209
$900K 0.17%
42,015
-26,630
210
$899K 0.17%
8,973
-7,670
211
$896K 0.16%
10,499
-3,765
212
$894K 0.16%
+29,395
213
$893K 0.16%
19,086
-15,300
214
$881K 0.16%
+27,964
215
$877K 0.16%
53,706
-54,686
216
$872K 0.16%
+19,256
217
$867K 0.16%
64,935
-24,141
218
$867K 0.16%
50,687
+1,284
219
$866K 0.16%
20,108
-26,288
220
$865K 0.16%
13,385
-9,943
221
$860K 0.16%
+8,817
222
$852K 0.16%
4,881
-7,608
223
$851K 0.16%
12,432
+8,679
224
$847K 0.16%
+9,792
225
$845K 0.16%
+36,560
7 8
9
10 11