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
326
$257K 0.1%
19,133
+2,188
327
$256K 0.1%
1,115
-15
328
$255K 0.1%
+1,112
329
$255K 0.1%
22,467
+518
330
$252K 0.1%
1,643
+42
331
$249K 0.1%
+12,761
332
$249K 0.1%
19,421
-2,725
333
$247K 0.1%
7,233
-8,677
334
$245K 0.1%
+1,371
335
$245K 0.1%
+5,394
336
$243K 0.1%
4,546
+106
337
$243K 0.1%
+2,569
338
$243K 0.1%
+5,318
339
$242K 0.1%
4,230
-7,130
340
$242K 0.1%
+19,596
341
$242K 0.1%
1,714
-2,134
342
$241K 0.09%
+3,962
343
$239K 0.09%
6,671
-4,697
344
$238K 0.09%
+5,712
345
$237K 0.09%
+40,807
346
$236K 0.09%
+2,579
347
$236K 0.09%
5,872
-14,855
348
$236K 0.09%
+3,908
349
$235K 0.09%
+5,504
350
$234K 0.09%
21,002
-2,989
12 13
14
15 16