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
326
$632K 0.12%
+12,971
327
$631K 0.11%
43,418
-4,578
328
$628K 0.11%
+31,494
329
$627K 0.11%
17,736
-30,492
330
$624K 0.11%
+5,094
331
$619K 0.11%
+21,071
332
$619K 0.11%
+37,768
333
$618K 0.11%
+49,910
334
$617K 0.11%
+18,051
335
$614K 0.11%
+4,867
336
$612K 0.11%
+16,631
337
$611K 0.11%
+9,281
338
$610K 0.11%
13,629
-4,224
339
$609K 0.11%
+13,008
340
$609K 0.11%
+35,980
341
$607K 0.11%
+22,924
342
$605K 0.11%
10,227
-21,191
343
$603K 0.11%
12,968
+8,046
344
$603K 0.11%
+15,445
345
$600K 0.11%
+60,034
346
$598K 0.11%
+7,935
347
$597K 0.11%
+5,699
348
$587K 0.11%
+143,891
349
$587K 0.11%
+14,240
350
$586K 0.11%
16,380
-1,592
12 13
14
15 16