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
251
$338K 0.13%
+5,001
252
$336K 0.13%
+16,370
253
$336K 0.13%
20,055
-90
254
$336K 0.13%
+1,344
255
$336K 0.13%
16,098
-719
256
$335K 0.13%
1,566
-8,062
257
$335K 0.13%
+3,521
258
$333K 0.13%
+3,692
259
$333K 0.13%
2,365
-484
260
$332K 0.13%
+13,163
261
$331K 0.13%
+14,641
262
$330K 0.13%
+2,184
263
$327K 0.13%
17,008
+276
264
$325K 0.13%
+18,251
265
$325K 0.13%
4,520
-7,491
266
$324K 0.13%
+3,048
267
$323K 0.13%
+6,717
268
$322K 0.13%
+7,756
269
$321K 0.13%
+7,655
270
$321K 0.13%
1,385
-1,827
271
$320K 0.13%
891
-663
272
$320K 0.13%
4,922
+288
273
$317K 0.12%
+17,184
274
$317K 0.12%
+2,428
275
$315K 0.12%
+6,895
9 10
11
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