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
1
$2.6M 1.03%
31,738
+17,363
2
$2.51M 0.99%
+22,591
3
$2.5M 0.99%
40,707
+34,570
4
$2.46M 0.97%
+60,005
5
$2.23M 0.88%
45,882
-9,702
6
$2.07M 0.81%
5,819
-720
7
$2.06M 0.81%
+113,576
8
$1.87M 0.74%
+13,047
9
$1.83M 0.72%
6,609
+409
10
$1.81M 0.71%
94,457
+62,019
11
$1.78M 0.7%
+35,173
12
$1.78M 0.7%
5,699
-755
13
$1.76M 0.7%
+25,629
14
$1.76M 0.69%
18,242
+13,783
15
$1.72M 0.68%
7,827
+6,471
16
$1.72M 0.68%
36,793
+15,678
17
$1.71M 0.67%
46,524
+36,594
18
$1.7M 0.67%
33,265
+17,509
19
$1.64M 0.65%
+48,723
20
$1.63M 0.64%
+23,528
21
$1.59M 0.63%
9,628
+2,841
22
$1.58M 0.62%
+140,187
23
$1.57M 0.62%
28,513
+22,223
24
$1.53M 0.6%
+27,264
25
$1.51M 0.6%
16,094
+6,523
1
2 3 4 5