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
$254M
AUM Growth
+$571K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
752
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$2.61M
3
+$2.28M
4
FWONK icon
Liberty Media Series C
FWONK
+$2.18M
5
ZEN
ZENDESK INC
ZEN
+$2.09M

Top Sells

1
+$2.6M
2
+$2.51M
3
+$2.5M
4
HES
Hess
HES
+$2.46M
5
TPH icon
Tri Pointe Homes
TPH
+$2.06M

Sector Composition

1 Technology 20.67%
2 Consumer Discretionary 19.97%
3 Industrials 13.62%
4 Healthcare 8.96%
5 Financials 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$899K 0.35%
+6,763
77
$899K 0.35%
3,300
+1,370
78
$897K 0.35%
63,185
-27,103
79
$895K 0.35%
16,630
+11,031
80
$889K 0.35%
91,173
+73,222
81
$878K 0.35%
+14,650
82
$876K 0.34%
+9,199
83
$869K 0.34%
+20,073
84
$865K 0.34%
6,889
+1,099
85
$864K 0.34%
4,908
+2,172
86
$863K 0.34%
+5,300
87
$862K 0.34%
13,092
-7,407
88
$851K 0.33%
+31,526
89
$847K 0.33%
+11,577
90
$839K 0.33%
+4,935
91
$836K 0.33%
18,865
+1,679
92
$833K 0.33%
+24,551
93
$830K 0.33%
+8,638
94
$827K 0.33%
+3,535
95
$827K 0.33%
21,098
+11,312
96
$815K 0.32%
+18,610
97
$811K 0.32%
+17,339
98
$810K 0.32%
9,675
+2,424
99
$809K 0.32%
483
+42
100
$805K 0.32%
+44,320
2 3
4
5 6