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
951
– –
-491
952
– –
-10,729
953
– –
-7,467
954
– –
-50,602
955
– –
-5,106
956
– –
-21,570
957
– –
-14,202
958
– –
-9,045
959
– –
-10,022
960
– –
-14,423
961
– –
-5,998
962
– –
-64,207
963
– –
-33,489
964
– –
-2,895
965
– –
-21,874
966
– –
-2,694
967
– –
-13,572
968
– –
-14,006
969
– –
-49,339
970
– –
-22,944
971
– –
-13,120
972
– –
-46,983
973
– –
-10,008
974
– –
-15,606
975
– –
-5,136
36 37 38
39
40