WCM

Weld Capital Management Portfolio holdings

AUM $98.8M
1-Year Est. Return 52.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+52.83%
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
+$3.24M
2
+$2.95M
3
+$2.89M
4
CE icon
Celanese
CE
+$2.66M
5
CUZ icon
Cousins Properties
CUZ
+$2.56M

Top Sells

1
+$2.72M
2
+$2.71M
3
+$2.43M
4
BPOP icon
Popular Inc
BPOP
+$2.39M
5
LMT icon
Lockheed Martin
LMT
+$2.21M

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
751
– –
-32,421
752
– –
-25,412
753
– –
-92,727
754
– –
-47,039
755
– –
-34,242
756
– –
-13,648
757
– –
-5,071
758
– –
-30,945
759
– –
-17,088
760
– –
-30,514
761
– –
-4,325
762
– –
-21,123
763
– –
-32,790
764
– –
-6,051
765
– –
-70,538
766
– –
-4,383
767
– –
-7,430
768
– –
-18,412
769
– –
-17,906
770
– –
-271,080
771
– –
-5,782
772
– –
-9,357
773
– –
-16,920
774
– –
-4,628
775
– –
-21,406
29 30
31
32 33