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
76
$1.64M 0.3%
+39,415
77
$1.61M 0.29%
+15,070
78
$1.6M 0.29%
+34,420
79
$1.6M 0.29%
+41,617
80
$1.6M 0.29%
+8,675
81
$1.59M 0.29%
+48,202
82
$1.58M 0.29%
55,962
+37,648
83
$1.58M 0.29%
+94,145
84
$1.57M 0.29%
43,442
+28,787
85
$1.57M 0.29%
36,032
-4,508
86
$1.56M 0.28%
8,660
+4,874
87
$1.56M 0.28%
106,627
+43,354
88
$1.56M 0.28%
+10,092
89
$1.55M 0.28%
+20,339
90
$1.54M 0.28%
23,756
+16,028
91
$1.52M 0.28%
58,322
+38,513
92
$1.52M 0.28%
+112,673
93
$1.51M 0.28%
+65,693
94
$1.51M 0.27%
27,458
-36,455
95
$1.51M 0.27%
28,544
+23,613
96
$1.51M 0.27%
91,258
+43,433
97
$1.5M 0.27%
+47,400
98
$1.5M 0.27%
+26,264
99
$1.49M 0.27%
+16,876
100
$1.49M 0.27%
+59,050
2 3
4
5 6