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
1
$2.11M 1.08%
+8,864
2
$2.04M 1.04%
+35,528
3
$2.03M 1.04%
84,660
-25,800
4
$1.99M 1.01%
81,381
+54,264
5
$1.87M 0.95%
47,835
+41,775
6
$1.84M 0.94%
+19,450
7
$1.84M 0.94%
37,807
+29,012
8
$1.78M 0.91%
+240,130
9
$1.72M 0.88%
44,360
+16,541
10
$1.72M 0.88%
+17,224
11
$1.72M 0.88%
47,422
+31,398
12
$1.71M 0.87%
10,931
-2,097
13
$1.68M 0.86%
+10,132
14
$1.6M 0.82%
252,130
+95,310
15
$1.53M 0.78%
48,544
+24,924
16
$1.46M 0.74%
22,787
+2,521
17
$1.44M 0.73%
41,326
+23,953
18
$1.35M 0.69%
+18,399
19
$1.34M 0.69%
+18,008
20
$1.33M 0.68%
4,654
+1,597
21
$1.32M 0.67%
46,804
-27,562
22
$1.31M 0.67%
24,256
+3,272
23
$1.31M 0.67%
+8,679
24
$1.3M 0.66%
3,719
-2,148
25
$1.3M 0.66%
13,340
-20,480
1
2 3 4 5