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
201
$368K 0.19%
+18,486
202
$366K 0.19%
+2,598
203
$363K 0.19%
+1,913
204
$361K 0.18%
+21,080
205
$361K 0.18%
+33,403
206
$360K 0.18%
+3,607
207
$358K 0.18%
+13,128
208
$358K 0.18%
24,061
-60,146
209
$354K 0.18%
+2,422
210
$349K 0.18%
+47,073
211
$349K 0.18%
+39,697
212
$347K 0.18%
+54,299
213
$346K 0.18%
+20,956
214
$341K 0.17%
+7,511
215
$338K 0.17%
+22,758
216
$334K 0.17%
4,933
-2,820
217
$334K 0.17%
+1,788
218
$333K 0.17%
+3,690
219
$330K 0.17%
+9,339
220
$324K 0.17%
+69,265
221
$320K 0.16%
+16,919
222
$320K 0.16%
+4,109
223
$320K 0.16%
+18,054
224
$314K 0.16%
+855
225
$314K 0.16%
+13,554
7 8
9
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