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
301
$290K 0.11%
14,731
-58,728
302
$289K 0.11%
+2,120
303
$289K 0.11%
26,455
-2,609
304
$287K 0.11%
+10,617
305
$287K 0.11%
+6,218
306
$285K 0.11%
527
-570
307
$285K 0.11%
+6,518
308
$284K 0.11%
+2,920
309
$284K 0.11%
+4,332
310
$283K 0.11%
8,089
-36,929
311
$282K 0.11%
+31,496
312
$281K 0.11%
+39,149
313
$280K 0.11%
+8,301
314
$280K 0.11%
+3,648
315
$277K 0.11%
+3,166
316
$271K 0.11%
+11,529
317
$270K 0.11%
+3,459
318
$269K 0.11%
+7,889
319
$266K 0.1%
+947
320
$266K 0.1%
8,766
-6,472
321
$264K 0.1%
+5,208
322
$263K 0.1%
493
-760
323
$263K 0.1%
+5,979
324
$261K 0.1%
+11,099
325
$258K 0.1%
30,496
+14,975
11 12
13
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