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
376
$214K 0.08%
+2,925
377
$214K 0.08%
+14,601
378
$214K 0.08%
+4,916
379
$214K 0.08%
+6,077
380
$214K 0.08%
+9,088
381
$213K 0.08%
+10,052
382
$213K 0.08%
+3,560
383
$212K 0.08%
+1,761
384
$211K 0.08%
+5,943
385
$210K 0.08%
+7,611
386
$210K 0.08%
3,567
-20,180
387
$210K 0.08%
+14,364
388
$209K 0.08%
+3,333
389
$209K 0.08%
+3,034
390
$207K 0.08%
+4,914
391
$207K 0.08%
+15,295
392
$206K 0.08%
+4,346
393
$205K 0.08%
+3,760
394
$205K 0.08%
6,279
-23,595
395
$205K 0.08%
+4,115
396
$204K 0.08%
+11,955
397
$204K 0.08%
+7,209
398
$202K 0.08%
2,648
-24,616
399
$202K 0.08%
+1,994
400
$202K 0.08%
+4,974
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