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
576
$221K 0.04%
+3,036
577
$220K 0.04%
+4,958
578
$220K 0.04%
+9,261
579
$219K 0.04%
+5,934
580
$218K 0.04%
+20,739
581
$217K 0.04%
3,172
-42,057
582
$217K 0.04%
9,503
-47,556
583
$214K 0.04%
+17,957
584
$212K 0.04%
+12,049
585
$210K 0.04%
4,712
-39,124
586
$210K 0.04%
+9,335
587
$208K 0.04%
+7,776
588
$208K 0.04%
+15,766
589
$207K 0.04%
4,605
-4,764
590
$206K 0.04%
+2,810
591
$205K 0.04%
+15,475
592
$204K 0.04%
3,555
-7,306
593
$204K 0.04%
+22,470
594
$202K 0.04%
+3,380
595
$201K 0.04%
+12,995
596
$200K 0.04%
+13,231
597
$191K 0.03%
+1,043
598
$189K 0.03%
+14,177
599
$181K 0.03%
47,885
+4,733
600
$176K 0.03%
32,430
-4,578
22 23
24
25 26