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
26
$2.4M 0.44%
15,254
+12,632
27
$2.38M 0.43%
18,667
+6,198
28
$2.38M 0.43%
19,704
-5,917
29
$2.33M 0.43%
+28,911
30
$2.33M 0.42%
82,365
+28,068
31
$2.32M 0.42%
113,533
+64,892
32
$2.31M 0.42%
+71,181
33
$2.26M 0.41%
45,654
+31,002
34
$2.24M 0.41%
43,451
+20,800
35
$2.2M 0.4%
+78,605
36
$2.19M 0.4%
+135,313
37
$2.18M 0.4%
+74,428
38
$2.13M 0.39%
17,565
+4,187
39
$2.12M 0.39%
+109,823
40
$2.11M 0.38%
+29,437
41
$2.1M 0.38%
108,555
+83,765
42
$2.09M 0.38%
10,938
+6,551
43
$2.08M 0.38%
65,089
+35,307
44
$2.06M 0.37%
168,790
+120,720
45
$2.04M 0.37%
7,919
+4,600
46
$2.04M 0.37%
+5,854
47
$2.04M 0.37%
+29,782
48
$2.04M 0.37%
+27,423
49
$2.04M 0.37%
+27,796
50
$2.01M 0.37%
25,020
+16,435
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