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
26
$1.58M 0.62%
19,242
+16,201
27
$1.57M 0.62%
112,458
+93,999
28
$1.51M 0.59%
+8,181
29
$1.44M 0.57%
15,698
+6,454
30
$1.4M 0.55%
+2,800
31
$1.39M 0.55%
30,460
-2,181
32
$1.38M 0.54%
91,725
-48,462
33
$1.37M 0.54%
+2,485
34
$1.35M 0.53%
52,915
+38,096
35
$1.33M 0.53%
+21,283
36
$1.31M 0.51%
+64,680
37
$1.3M 0.51%
8,551
-4,126
38
$1.28M 0.5%
58,265
+44,530
39
$1.26M 0.5%
28,477
+11,387
40
$1.24M 0.49%
+20,568
41
$1.23M 0.49%
6,935
+4,310
42
$1.23M 0.49%
+31,974
43
$1.23M 0.49%
15,584
+2,994
44
$1.18M 0.47%
+9,104
45
$1.17M 0.46%
+11,881
46
$1.16M 0.46%
+14,098
47
$1.16M 0.46%
+14,471
48
$1.14M 0.45%
+80,682
49
$1.13M 0.44%
+21,542
50
$1.12M 0.44%
5,729
+3,991
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