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
501
$319K 0.06%
+11,832
502
$319K 0.06%
+6,704
503
$316K 0.06%
+15,983
504
$315K 0.06%
42,109
-15,973
505
$314K 0.06%
18,447
+7,508
506
$310K 0.06%
+4,886
507
$308K 0.06%
+14,123
508
$306K 0.06%
+10,228
509
$305K 0.06%
+49,318
510
$304K 0.06%
+1,940
511
$303K 0.06%
+37,948
512
$301K 0.05%
+11,003
513
$297K 0.05%
+11,957
514
$296K 0.05%
+775
515
$296K 0.05%
+10,006
516
$294K 0.05%
+6,769
517
$292K 0.05%
+9,595
518
$291K 0.05%
3,304
-1,302
519
$290K 0.05%
+6,289
520
$289K 0.05%
2,088
-2,690
521
$285K 0.05%
+9,330
522
$285K 0.05%
35,854
-4,014
523
$285K 0.05%
22,148
+2,453
524
$283K 0.05%
+25,561
525
$280K 0.05%
1,786
-3,264
19 20
21
22 23