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
426
$156K 0.06%
+21,722
427
$153K 0.06%
+14,590
428
$149K 0.06%
+10,007
429
$149K 0.06%
+18,059
430
$147K 0.06%
+14,455
431
$144K 0.06%
+14,590
432
$140K 0.06%
+10,768
433
$138K 0.05%
20,824
-10,826
434
$136K 0.05%
+10,063
435
$131K 0.05%
+13,115
436
$125K 0.05%
+10,591
437
$122K 0.05%
17,177
-59,423
438
$122K 0.05%
+21,381
439
$121K 0.05%
1,452
-815
440
$114K 0.04%
+2,110
441
$114K 0.04%
2,648
+556
442
$106K 0.04%
+14,375
443
$99K 0.04%
+11,690
444
$95K 0.04%
+11,828
445
$94K 0.04%
21,175
+5,605
446
$65K 0.03%
+1,019
447
– –
-48,723
448
– –
-8,447
449
– –
-1,240
450
– –
-2,956
16 17
18
19 20