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
1
$2.81M 1.1%
+47,881
2
$2.4M 0.94%
+37,860
3
$2.2M 0.86%
+47,224
4
$2.09M 0.82%
+79,140
5
$2.03M 0.8%
27,641
+22,357
6
$2M 0.78%
+38,331
7
$1.98M 0.78%
6,539
+3,206
8
$1.97M 0.77%
+22,542
9
$1.97M 0.77%
+37,507
10
$1.95M 0.77%
48,906
+31,368
11
$1.95M 0.77%
+24,170
12
$1.9M 0.75%
+6,454
13
$1.89M 0.74%
9,117
+5,545
14
$1.88M 0.74%
+115,528
15
$1.81M 0.71%
+55,584
16
$1.71M 0.67%
+12,002
17
$1.64M 0.64%
29,483
-14,877
18
$1.58M 0.62%
193,423
-58,707
19
$1.57M 0.62%
+11,624
20
$1.57M 0.62%
+48,122
21
$1.56M 0.61%
+6,052
22
$1.56M 0.61%
+84,962
23
$1.55M 0.61%
6,200
+3,182
24
$1.55M 0.61%
+10,034
25
$1.54M 0.61%
9,130
+3,556
1
2 3 4 5