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
251
$837K 0.15%
29,266
-161
252
$836K 0.15%
6,730
-11,766
253
$835K 0.15%
+7,868
254
$834K 0.15%
+46,672
255
$833K 0.15%
+46,825
256
$831K 0.15%
+7,757
257
$830K 0.15%
+97,205
258
$828K 0.15%
68,168
-63,617
259
$825K 0.15%
+9,835
260
$824K 0.15%
+827
261
$821K 0.15%
+37,928
262
$818K 0.15%
+21,115
263
$818K 0.15%
+19,545
264
$812K 0.15%
+1,899
265
$811K 0.15%
+43,770
266
$808K 0.15%
6,148
+2,845
267
$806K 0.15%
80,324
-31,023
268
$803K 0.15%
+20,772
269
$794K 0.14%
38,067
-12,298
270
$792K 0.14%
+10,097
271
$792K 0.14%
+29,079
272
$790K 0.14%
+30,088
273
$782K 0.14%
+18,534
274
$779K 0.14%
13,015
+1,940
275
$778K 0.14%
42,110
+21,968
9 10
11
12 13