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
801
– –
-4,891
802
– –
-10,347
803
– –
-32,860
804
– –
-48,352
805
– –
-2,782
806
– –
-24,110
807
– –
-16,784
808
– –
-35,370
809
– –
-14,008
810
– –
-7,463
811
– –
-12,590
812
– –
-24,840
813
– –
-8,377
814
– –
-12,670
815
– –
-4,891
816
– –
-5,105
817
– –
-11,014
818
– –
-82,173
819
– –
-16,845
820
– –
-26,663
821
– –
-13,457
822
– –
-26,108
823
– –
-10,375
824
– –
-51,710
825
– –
-42,964
31 32
33
34 35