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
1
$2.71M 0.61%
+35,181
2
$2.71M 0.61%
+52,055
3
$2.71M 0.61%
+63,913
4
$2.69M 0.61%
+45,229
5
$2.69M 0.6%
+73,101
6
$2.68M 0.6%
+13,634
7
$2.68M 0.6%
+11,848
8
$2.53M 0.57%
+56,829
9
$2.5M 0.56%
+12,841
10
$2.43M 0.55%
+49,339
11
$2.41M 0.54%
+64,192
12
$2.39M 0.54%
+50,602
13
$2.31M 0.52%
+25,621
14
$2.28M 0.51%
+17,408
15
$2.28M 0.51%
+84,471
16
$2.22M 0.5%
+46,413
17
$2.21M 0.5%
+8,448
18
$2.13M 0.48%
+31,039
19
$2.12M 0.48%
+19,622
20
$2.09M 0.47%
+156,042
21
$2.08M 0.47%
+77,648
22
$2.04M 0.46%
+266,654
23
$2M 0.45%
+29,889
24
$1.97M 0.44%
+9,682
25
$1.95M 0.44%
+23,145
1
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