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
51
$1.99M 0.36%
41,195
+21,805
52
$1.99M 0.36%
12,489
+9,131
53
$1.97M 0.36%
108,392
+51,913
54
$1.92M 0.35%
16,849
+7,472
55
$1.92M 0.35%
+72,017
56
$1.9M 0.35%
41,965
+37,172
57
$1.89M 0.34%
46,396
+34,519
58
$1.89M 0.34%
+59,388
59
$1.88M 0.34%
23,403
+8,035
60
$1.85M 0.34%
+34,903
61
$1.83M 0.33%
7,003
-6,631
62
$1.82M 0.33%
17,460
+14,395
63
$1.82M 0.33%
+41,896
64
$1.81M 0.33%
+6,798
65
$1.8M 0.33%
42,369
+29,724
66
$1.79M 0.33%
+31,398
67
$1.79M 0.33%
+15,089
68
$1.78M 0.32%
67,276
+9,757
69
$1.75M 0.32%
+117,958
70
$1.73M 0.32%
+16,643
71
$1.72M 0.31%
+73,671
72
$1.68M 0.31%
14,874
+10,974
73
$1.68M 0.31%
+25,996
74
$1.66M 0.3%
+24,632
75
$1.65M 0.3%
34,386
+19,033
1 2
3
4 5