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
551
$247K 0.05%
+4,803
552
$242K 0.04%
+10,604
553
$242K 0.04%
+42,385
554
$242K 0.04%
+5,456
555
$241K 0.04%
+11,978
556
$240K 0.04%
+8,766
557
$240K 0.04%
8,454
-1,440
558
$238K 0.04%
+3,113
559
$237K 0.04%
4,102
-6,568
560
$237K 0.04%
+11,278
561
$236K 0.04%
+4,058
562
$236K 0.04%
+12,470
563
$234K 0.04%
9,853
-7,364
564
$233K 0.04%
35,472
-16,982
565
$231K 0.04%
+9,851
566
$230K 0.04%
+6,461
567
$230K 0.04%
+14,482
568
$225K 0.04%
+6,564
569
$223K 0.04%
+2,933
570
$223K 0.04%
14,161
-14,026
571
$223K 0.04%
27,734
-43,427
572
$223K 0.04%
36,194
-467
573
$223K 0.04%
11,780
-57,892
574
$223K 0.04%
+47,651
575
$222K 0.04%
+15,416
21 22
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