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
526
$276K 0.05%
12,185
-14,172
527
$275K 0.05%
+1,238
528
$274K 0.05%
9,575
-1,426
529
$274K 0.05%
+14,898
530
$272K 0.05%
1,136
-2,608
531
$268K 0.05%
18,688
-13,451
532
$267K 0.05%
+7,456
533
$266K 0.05%
+16,205
534
$265K 0.05%
49,923
+4,601
535
$265K 0.05%
+9,251
536
$262K 0.05%
+19,242
537
$262K 0.05%
+12,663
538
$261K 0.05%
+6,169
539
$260K 0.05%
+30,882
540
$259K 0.05%
+13,299
541
$257K 0.05%
3,753
-16,871
542
$255K 0.05%
+18,598
543
$254K 0.05%
+5,226
544
$253K 0.05%
9,598
-42,145
545
$252K 0.05%
1,911
-2,313
546
$251K 0.05%
+14,560
547
$250K 0.05%
7,123
-597
548
$250K 0.05%
+8,284
549
$248K 0.05%
7,056
-12,831
550
$247K 0.05%
+28,085
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