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
951
– –
-16,890
952
– –
-4,628
953
– –
-16,395
954
– –
-9,017
955
– –
-7,818
956
– –
-32,596
957
– –
-23,438
958
– –
-109,604
959
– –
-49,847
960
– –
-11,191
961
– –
-23,052
962
– –
-21,661
963
– –
-24,230
964
– –
-11,665
965
– –
-9,736
966
– –
-22,789
967
– –
-12,398
968
– –
-25,685
969
– –
-81,695
970
– –
-5,925
971
– –
-6,573
972
– –
-11,677
973
– –
-27,414
974
– –
-22
975
– –
-16,613
36 37 38
39
40