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
401
$480K 0.09%
+33,927
402
$477K 0.09%
+14,826
403
$476K 0.09%
+23,368
404
$474K 0.09%
9,910
+2,683
405
$473K 0.09%
+6,320
406
$472K 0.09%
+17,245
407
$471K 0.09%
+64,581
408
$470K 0.09%
+21,817
409
$469K 0.09%
+22,249
410
$465K 0.08%
1,636
-3,649
411
$460K 0.08%
7,245
+2,834
412
$459K 0.08%
+69,771
413
$459K 0.08%
+15,668
414
$459K 0.08%
+19,114
415
$459K 0.08%
+9,075
416
$457K 0.08%
+11,297
417
$456K 0.08%
3,821
-2,607
418
$455K 0.08%
34,490
-24,307
419
$452K 0.08%
+11,068
420
$451K 0.08%
+11,176
421
$447K 0.08%
+15,902
422
$445K 0.08%
+5,177
423
$443K 0.08%
+36,925
424
$441K 0.08%
24,989
+12,643
425
$438K 0.08%
+9,643
15 16
17
18 19