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
$254M
AUM Growth
+$571K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
752
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$2.61M
3
+$2.28M
4
FWONK icon
Liberty Media Series C
FWONK
+$2.18M
5
ZEN
ZENDESK INC
ZEN
+$2.09M

Top Sells

1
+$2.6M
2
+$2.51M
3
+$2.5M
4
HES
Hess
HES
+$2.46M
5
TPH icon
Tri Pointe Homes
TPH
+$2.06M

Sector Composition

1 Technology 20.67%
2 Consumer Discretionary 19.97%
3 Industrials 13.62%
4 Healthcare 8.96%
5 Financials 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.12M 0.44%
35,299
+16,957
52
$1.12M 0.44%
20,038
-15,135
53
$1.11M 0.44%
+9,157
54
$1.09M 0.43%
58,364
-9,852
55
$1.06M 0.42%
10,583
+3,337
56
$1.05M 0.41%
+10,966
57
$1.05M 0.41%
17,724
+3,066
58
$1.02M 0.4%
11,751
+7,750
59
$1.02M 0.4%
+4,003
60
$1.02M 0.4%
+31,162
61
$1.01M 0.4%
5,189
+3,300
62
$1.01M 0.4%
46,359
+20,473
63
$1M 0.39%
17,430
+4,569
64
$999K 0.39%
49,693
+15,320
65
$997K 0.39%
43,690
+5,437
66
$988K 0.39%
7,457
-3,461
67
$987K 0.39%
11,637
+5,490
68
$978K 0.38%
+43,459
69
$969K 0.38%
+26,904
70
$954K 0.38%
+13,045
71
$950K 0.37%
11,702
+5,518
72
$936K 0.37%
+3,746
73
$925K 0.36%
+20,416
74
$921K 0.36%
+4,515
75
$918K 0.36%
+67,180
1 2
3
4 5