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
376
$533K 0.1%
27,425
+13,003
377
$532K 0.1%
46,990
+6,730
378
$531K 0.1%
+5,059
379
$530K 0.1%
+12,851
380
$529K 0.1%
27,250
+12,619
381
$527K 0.1%
+12,108
382
$526K 0.1%
18,104
-613
383
$525K 0.1%
+15,490
384
$525K 0.1%
15,225
+3,837
385
$524K 0.1%
+9,926
386
$524K 0.1%
+11,660
387
$517K 0.09%
23,315
+5,903
388
$515K 0.09%
+10,078
389
$515K 0.09%
+4,021
390
$504K 0.09%
31,759
+14,403
391
$499K 0.09%
+121,703
392
$493K 0.09%
+4,140
393
$492K 0.09%
2,888
+256
394
$492K 0.09%
+4,706
395
$491K 0.09%
+9,955
396
$490K 0.09%
+22,416
397
$483K 0.09%
+13,960
398
$483K 0.09%
+14,676
399
$483K 0.09%
2,650
-6,534
400
$481K 0.09%
+10,495
14 15
16
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