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
351
$233K 0.09%
+1,838
352
$230K 0.09%
+14,098
353
$229K 0.09%
+4,912
354
$228K 0.09%
+7,540
355
$227K 0.09%
+4,729
356
$227K 0.09%
+4,335
357
$226K 0.09%
45,476
+9,236
358
$226K 0.09%
+30,850
359
$225K 0.09%
+8,443
360
$224K 0.09%
+27,011
361
$223K 0.09%
+5,080
362
$222K 0.09%
1,272
-7,302
363
$222K 0.09%
+12,262
364
$222K 0.09%
+10,971
365
$222K 0.09%
10,642
-39,975
366
$221K 0.09%
22,636
-8,721
367
$220K 0.09%
+16,970
368
$220K 0.09%
+20,744
369
$219K 0.09%
+12,171
370
$218K 0.09%
+5,752
371
$218K 0.09%
+16,934
372
$218K 0.09%
+1,742
373
$218K 0.09%
10,534
-3,906
374
$217K 0.09%
+1,879
375
$215K 0.08%
+14,470
13 14
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