WCM

Weld Capital Management Portfolio holdings

AUM $98.8M
1-Year Est. Return 52.93%
This Fund
S&P 500
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
626
– –
-13,648
627
– –
-5,071
628
– –
-30,945
629
– –
-17,088
630
– –
-30,514
631
– –
-4,325
632
– –
-21,123
633
– –
-32,790
634
– –
-6,051
635
– –
-70,538
636
– –
-4,383
637
– –
-7,430
638
– –
-18,412
639
– –
-17,906
640
– –
-271,080
641
– –
-5,782
642
– –
-9,357
643
– –
-16,920
644
– –
-4,628
645
– –
-21,406
646
– –
-49,060
647
– –
-27,591
648
– –
-21,046
649
– –
-20,136
650
– –
-21,763
24 25
26
27 28