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
426
$437K 0.08%
+28,892
427
$437K 0.08%
+45,813
428
$436K 0.08%
+5,380
429
$435K 0.08%
+20,389
430
$433K 0.08%
+41,272
431
$429K 0.08%
+11,789
432
$428K 0.08%
+5,034
433
$427K 0.08%
+64,251
434
$427K 0.08%
58,776
+48,073
435
$426K 0.08%
+1,037
436
$424K 0.08%
11,027
-10,691
437
$423K 0.08%
8,975
-1,097
438
$422K 0.08%
16,140
-54,810
439
$417K 0.08%
+8,453
440
$413K 0.08%
6,314
-535
441
$404K 0.07%
2,557
-7,735
442
$404K 0.07%
+6,040
443
$402K 0.07%
6,276
-9,854
444
$402K 0.07%
+3,193
445
$400K 0.07%
+10,769
446
$393K 0.07%
+12,864
447
$388K 0.07%
+2,817
448
$386K 0.07%
21,015
-11,943
449
$386K 0.07%
4,525
-21,946
450
$383K 0.07%
+21,147
16 17
18
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