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
451
$380K 0.07%
7,154
-7,908
452
$380K 0.07%
15,721
-4,355
453
$380K 0.07%
+8,175
454
$379K 0.07%
+10,777
455
$379K 0.07%
19,802
+3,634
456
$375K 0.07%
4,593
-393
457
$374K 0.07%
+8,169
458
$374K 0.07%
+4,139
459
$373K 0.07%
49,343
-6,068
460
$370K 0.07%
20,027
-27,864
461
$369K 0.07%
+14,394
462
$368K 0.07%
+2,954
463
$366K 0.07%
+10,256
464
$364K 0.07%
8,882
-11,241
465
$363K 0.07%
+5,422
466
$363K 0.07%
+10,027
467
$362K 0.07%
19,863
-25,607
468
$360K 0.07%
13,313
+2,962
469
$359K 0.07%
+2,720
470
$356K 0.06%
+20,989
471
$354K 0.06%
+30,648
472
$354K 0.06%
+13,044
473
$351K 0.06%
8,022
-18,463
474
$351K 0.06%
35,518
+15,222
475
$350K 0.06%
69,184
-38,559
17 18
19
20 21