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
201
$459K 0.18%
+46,629
202
$457K 0.18%
+39,133
203
$455K 0.18%
+8,301
204
$449K 0.18%
+1,816
205
$443K 0.17%
+15,763
206
$443K 0.17%
+2,250
207
$438K 0.17%
9,414
+2,659
208
$436K 0.17%
76,600
-7,974
209
$433K 0.17%
1,875
-1,783
210
$430K 0.17%
17,848
-15,055
211
$426K 0.17%
+17,695
212
$425K 0.17%
+34,342
213
$422K 0.17%
36,097
+12,447
214
$419K 0.17%
+10,090
215
$419K 0.17%
+1,738
216
$411K 0.16%
+9,786
217
$410K 0.16%
1,253
-1,658
218
$410K 0.16%
+3,218
219
$410K 0.16%
+42,445
220
$408K 0.16%
+15,248
221
$408K 0.16%
8,261
+1,436
222
$405K 0.16%
1,817
-1,225
223
$405K 0.16%
8,447
-38,777
224
$403K 0.16%
25,886
-59,076
225
$401K 0.16%
+5,790
7 8
9
10 11