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
351
$586K 0.11%
+18,231
352
$584K 0.11%
+22,748
353
$582K 0.11%
+53,239
354
$572K 0.1%
16,895
-28,274
355
$571K 0.1%
7,596
-5,582
356
$568K 0.1%
6,888
-4,864
357
$567K 0.1%
+23,415
358
$567K 0.1%
+41,268
359
$566K 0.1%
+5,265
360
$565K 0.1%
6,334
-636
361
$559K 0.1%
17,218
+8,155
362
$548K 0.1%
+23,992
363
$548K 0.1%
14,299
-13,388
364
$546K 0.1%
+10,617
365
$545K 0.1%
+24,801
366
$541K 0.1%
+23,391
367
$541K 0.1%
+26,469
368
$539K 0.1%
10,770
-21,030
369
$539K 0.1%
+25,677
370
$538K 0.1%
+28,119
371
$538K 0.1%
3,798
+1,544
372
$538K 0.1%
+3,672
373
$538K 0.1%
+38,571
374
$535K 0.1%
23,254
-45,820
375
$535K 0.1%
+38,157
13 14
15
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