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
651
– –
-31,653
652
– –
-31,877
653
– –
-1,010
654
– –
-22,551
655
– –
-11,158
656
– –
-19,945
657
– –
-9,279
658
– –
-12,209
659
– –
-27,513
660
– –
-22,355
661
– –
-18,305
662
– –
-14,992
663
– –
-63,803
664
– –
-3,782
665
– –
-7,339
666
– –
-28,785
667
– –
-6,237
668
– –
-16,910
669
– –
-9,886
670
– –
-3,539
671
– –
-33,960
672
– –
-58,195
673
– –
-20,489
674
– –
-24,230
675
– –
-11,665
25 26
27
28 29