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
601
$173K 0.03%
+14,438
602
$172K 0.03%
+30,649
603
$170K 0.03%
+14,112
604
$152K 0.03%
+15,016
605
$147K 0.03%
+10,739
606
$145K 0.03%
+12,223
607
$145K 0.03%
+21,408
608
$138K 0.03%
1,959
-913
609
$138K 0.03%
17,167
-20,466
610
$136K 0.02%
+10,419
611
$135K 0.02%
18,188
-30,287
612
$133K 0.02%
+22,098
613
$130K 0.02%
12,909
-187,337
614
$113K 0.02%
35,300
-55,624
615
$105K 0.02%
+12,420
616
$101K 0.02%
+12,208
617
$83K 0.02%
19,480
-39,250
618
$81K 0.01%
+40,794
619
$78K 0.01%
13,110
-48,004
620
$61K 0.01%
+1,012
621
$60K 0.01%
+11,098
622
$58K 0.01%
+11,700
623
$52K 0.01%
10,449
-4,990
624
$47K 0.01%
+111
625
– –
-52,101
23 24
25
26 27