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
1
$3.37M 0.62%
47,868
+7,663
2
$3.34M 0.61%
24,718
-303
3
$3.24M 0.6%
38,667
+11,244
4
$3.09M 0.57%
83,871
+12,690
5
$3.02M 0.56%
20,700
+13,875
6
$2.99M 0.55%
204,200
+100,900
7
$2.98M 0.55%
42,527
+25,855
8
$2.97M 0.55%
26,594
+2,752
9
$2.76M 0.51%
+29,160
10
$2.75M 0.51%
+10,407
11
$2.75M 0.51%
14,246
-3,210
12
$2.72M 0.5%
21,917
+4,457
13
$2.71M 0.5%
22,602
+15,872
14
$2.71M 0.5%
+33,933
15
$2.69M 0.49%
+69,116
16
$2.65M 0.49%
12,757
+9,182
17
$2.64M 0.48%
+18,682
18
$2.63M 0.48%
+47,237
19
$2.58M 0.47%
+14,862
20
$2.58M 0.47%
23,270
-7,273
21
$2.56M 0.47%
47,697
+20,239
22
$2.54M 0.47%
193,548
+159,058
23
$2.47M 0.45%
+25,449
24
$2.46M 0.45%
+118,414
25
$2.46M 0.45%
28,550
-10,028
1
2 3 4 5