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
+$571K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
752
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$2.61M
3
+$2.28M
4
FWONK icon
Liberty Media Series C
FWONK
+$2.18M
5
ZEN
ZENDESK INC
ZEN
+$2.09M

Top Sells

1
+$2.6M
2
+$2.51M
3
+$2.5M
4
HES
Hess
HES
+$2.46M
5
TPH icon
Tri Pointe Homes
TPH
+$2.06M

Sector Composition

1 Technology 20.67%
2 Consumer Discretionary 19.97%
3 Industrials 13.62%
4 Healthcare 8.96%
5 Financials 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$393K 0.15%
22,550
-5,106
227
$391K 0.15%
+7,864
228
$388K 0.15%
22,257
-13,840
229
$386K 0.15%
+9,004
230
$382K 0.15%
7,392
-17,430
231
$379K 0.15%
3,672
-3,642
232
$377K 0.15%
14,679
-22,092
233
$374K 0.15%
+6,928
234
$374K 0.15%
19,778
-26,637
235
$373K 0.15%
+3,668
236
$365K 0.14%
+43,167
237
$365K 0.14%
36,692
+22,129
238
$362K 0.14%
+2,989
239
$359K 0.14%
3,997
-4,304
240
$359K 0.14%
+1,800
241
$357K 0.14%
+4,982
242
$354K 0.14%
+12,755
243
$354K 0.14%
+22,258
244
$349K 0.14%
+4,341
245
$349K 0.14%
+6,080
246
$348K 0.14%
+9,961
247
$346K 0.14%
4,481
-5,704
248
$346K 0.14%
+1,735
249
$343K 0.14%
+3,309
250
$343K 0.14%
+8,092
8 9
10
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