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
276
$315K 0.12%
2,247
-2,607
277
$314K 0.12%
25,912
-67,798
278
$313K 0.12%
+6,374
279
$312K 0.12%
28,612
+18,495
280
$311K 0.12%
24,348
+6,908
281
$310K 0.12%
+7,705
282
$310K 0.12%
25,675
-3,801
283
$308K 0.12%
+35,077
284
$308K 0.12%
11,813
-4,325
285
$303K 0.12%
+6,031
286
$301K 0.12%
4,657
+355
287
$299K 0.12%
+5,860
288
$299K 0.12%
7,131
-3,708
289
$299K 0.12%
+16,797
290
$298K 0.12%
+8,125
291
$296K 0.12%
+1,504
292
$295K 0.12%
+24,226
293
$294K 0.12%
+9,374
294
$294K 0.12%
+2,712
295
$294K 0.12%
5,114
-10,080
296
$293K 0.12%
+1,392
297
$292K 0.11%
10,018
-5,074
298
$291K 0.11%
+9,984
299
$291K 0.11%
+7,056
300
$290K 0.11%
2,490
-3,838
10 11
12
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