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
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