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
476
$350K 0.06%
26,081
-25,513
477
$348K 0.06%
+16,638
478
$346K 0.06%
7,179
+1,515
479
$346K 0.06%
+659
480
$346K 0.06%
+19,832
481
$345K 0.06%
+4,722
482
$344K 0.06%
+6,797
483
$343K 0.06%
+22,027
484
$343K 0.06%
+12,417
485
$343K 0.06%
11,340
-13,530
486
$340K 0.06%
+43,415
487
$339K 0.06%
+9,722
488
$338K 0.06%
2,656
-1,188
489
$338K 0.06%
2,490
-10,473
490
$336K 0.06%
+7,011
491
$335K 0.06%
+24,590
492
$332K 0.06%
+11,010
493
$331K 0.06%
15,411
-36,014
494
$329K 0.06%
+35,814
495
$328K 0.06%
2,898
-3,706
496
$323K 0.06%
1,616
-9,938
497
$322K 0.06%
7,413
-8,329
498
$320K 0.06%
11,241
-4,578
499
$320K 0.06%
6,013
-3,700
500
$319K 0.06%
+22,521
18 19
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