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
976
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977
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978
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979
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980
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981
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-48,574
982
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-47,117
983
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-12,783
984
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-22,818
985
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-19,381
986
– –
-28,758
987
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-14,147
988
– –
-10,420
989
– –
-73,191
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