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
$549M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
989
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$3.24M
3
+$3.05M
4
CUZ icon
Cousins Properties
CUZ
+$2.7M
5
CE icon
Celanese
CE
+$2.67M

Top Sells

1
+$2.88M
2
+$2.71M
3
+$2.43M
4
BPOP icon
Popular Inc
BPOP
+$2.39M
5
TMX
Terminix Global Holdings, Inc.
TMX
+$2.35M

Sector Composition

1 Technology 15.64%
2 Financials 13.28%
3 Consumer Discretionary 13.22%
4 Industrials 10.76%
5 Healthcare 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$935K 0.17%
38,410
-11,385
227
$934K 0.17%
+44,777
228
$933K 0.17%
47,961
-59,421
229
$920K 0.17%
+6,628
230
$908K 0.17%
+28,804
231
$907K 0.17%
+44,328
232
$907K 0.17%
+4,880
233
$905K 0.16%
+7,344
234
$905K 0.16%
+120,082
235
$900K 0.16%
13,906
+6,730
236
$898K 0.16%
+21,239
237
$891K 0.16%
+25,933
238
$889K 0.16%
+7,767
239
$889K 0.16%
13,578
+7,263
240
$875K 0.16%
+12,231
241
$873K 0.16%
+5,600
242
$873K 0.16%
6,878
+3,217
243
$868K 0.16%
+93,102
244
$864K 0.16%
+30,449
245
$854K 0.16%
19,775
+12,533
246
$852K 0.16%
+28,850
247
$851K 0.16%
+26,256
248
$849K 0.15%
+15,684
249
$845K 0.15%
13,585
-5,105
250
$841K 0.15%
17,912
-4,364
8 9
10
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