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
101
$1.49M 0.27%
+64,449
102
$1.48M 0.27%
68,548
-7,980
103
$1.47M 0.27%
+9,164
104
$1.47M 0.27%
+23,328
105
$1.47M 0.27%
103,300
-14,550
106
$1.46M 0.27%
84,976
-23,098
107
$1.45M 0.26%
34,600
+8,264
108
$1.45M 0.26%
+48,648
109
$1.45M 0.26%
33,622
-2,622
110
$1.45M 0.26%
31,141
+9,375
111
$1.44M 0.26%
31,214
+6,204
112
$1.44M 0.26%
28,914
-27,915
113
$1.43M 0.26%
+64,602
114
$1.43M 0.26%
+21,187
115
$1.42M 0.26%
17,653
+7,475
116
$1.41M 0.26%
18,507
+3,083
117
$1.4M 0.26%
+35,064
118
$1.4M 0.25%
+17,359
119
$1.4M 0.25%
42,984
+31,602
120
$1.4M 0.25%
23,573
+14,644
121
$1.39M 0.25%
43,046
-34,602
122
$1.39M 0.25%
+58,068
123
$1.39M 0.25%
49,053
+1,808
124
$1.39M 0.25%
10,169
+5,791
125
$1.38M 0.25%
+18,384
3 4
5
6 7