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
301
$703K 0.13%
+11,906
302
$702K 0.13%
+36,023
303
$692K 0.13%
37,280
+1,892
304
$688K 0.13%
39,753
-116,289
305
$687K 0.13%
+116,026
306
$686K 0.12%
+7,057
307
$680K 0.12%
+42,712
308
$679K 0.12%
+3,575
309
$678K 0.12%
+38,351
310
$677K 0.12%
94,793
+74,192
311
$671K 0.12%
+20,636
312
$667K 0.12%
30,513
-2,051
313
$665K 0.12%
+9,722
314
$665K 0.12%
+38,776
315
$660K 0.12%
30,961
-272
316
$656K 0.12%
+49,422
317
$652K 0.12%
+30,932
318
$644K 0.12%
+15,701
319
$641K 0.12%
16,968
-23,789
320
$640K 0.12%
11,261
+2,719
321
$639K 0.12%
17,215
-6,919
322
$638K 0.12%
+19,749
323
$636K 0.12%
71,231
+50,390
324
$635K 0.12%
7,204
-1,362
325
$632K 0.12%
+29,107
11 12
13
14 15