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
201
$455K 0.18%
+50,818
202
$448K 0.18%
+8,733
203
$448K 0.18%
+3,908
204
$447K 0.18%
+36,257
205
$445K 0.17%
+54,158
206
$443K 0.17%
+8,360
207
$441K 0.17%
+547
208
$441K 0.17%
21,069
+2,598
209
$441K 0.17%
+6,037
210
$438K 0.17%
+2,222
211
$434K 0.17%
+4,099
212
$427K 0.17%
+3,075
213
$419K 0.16%
+4,459
214
$412K 0.16%
5,351
-4,763
215
$401K 0.16%
869
-728
216
$393K 0.15%
59,879
+45,340
217
$386K 0.15%
+12,957
218
$380K 0.15%
+77,635
219
$378K 0.15%
+15,092
220
$374K 0.15%
7,200
-118
221
$373K 0.15%
+17,968
222
$371K 0.15%
+741
223
$370K 0.15%
+5,859
224
$369K 0.14%
10,035
+2,613
225
$369K 0.14%
1,972
-5,472
7 8
9
10 11