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
401
$202K 0.08%
13,914
-29,579
402
$202K 0.08%
3,128
-25,385
403
$202K 0.08%
+5,657
404
$201K 0.08%
+1,988
405
$201K 0.08%
+4,985
406
$200K 0.08%
+13,622
407
$196K 0.08%
16,144
-5,021
408
$193K 0.08%
40,156
-3,730
409
$193K 0.08%
14,635
-14,669
410
$191K 0.08%
+16,885
411
$189K 0.07%
+13,657
412
$185K 0.07%
18,968
+6,008
413
$184K 0.07%
+18,762
414
$182K 0.07%
+26,275
415
$179K 0.07%
+632
416
$177K 0.07%
+18,400
417
$176K 0.07%
+16,532
418
$168K 0.07%
+10,221
419
$168K 0.07%
10,008
-270
420
$166K 0.07%
+20,822
421
$164K 0.06%
18,114
-72,044
422
$164K 0.06%
+13,186
423
$158K 0.06%
11,826
-3,687
424
$157K 0.06%
12,174
-7,545
425
$157K 0.06%
+19,194
15 16
17
18 19