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
276
$770K 0.14%
16,766
+9,977
277
$768K 0.14%
13,053
-33,360
278
$763K 0.14%
+14,174
279
$757K 0.14%
46,468
-34,341
280
$757K 0.14%
13,188
-5,612
281
$753K 0.14%
+11,706
282
$753K 0.14%
+34,287
283
$750K 0.14%
+13,250
284
$747K 0.14%
13,085
+7,419
285
$745K 0.14%
7,174
-9,173
286
$740K 0.13%
14,378
+696
287
$740K 0.13%
+19,574
288
$740K 0.13%
+29,676
289
$739K 0.13%
+8,175
290
$726K 0.13%
+7,648
291
$723K 0.13%
+42,345
292
$721K 0.13%
18,031
-8,220
293
$719K 0.13%
107,295
-52,675
294
$719K 0.13%
50,676
+39,801
295
$719K 0.13%
49,403
-9,281
296
$718K 0.13%
30,252
-49,358
297
$715K 0.13%
+15,037
298
$712K 0.13%
+4,317
299
$710K 0.13%
+13,931
300
$706K 0.13%
+16,175
10 11
12
13 14