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
101
$799K 0.31%
+31,771
102
$794K 0.31%
72,754
-13,090
103
$794K 0.31%
+2,917
104
$789K 0.31%
+5,085
105
$775K 0.31%
3,670
+359
106
$766K 0.3%
3,571
-4,256
107
$760K 0.3%
+6,774
108
$758K 0.3%
10,014
+1,753
109
$757K 0.3%
+6,329
110
$742K 0.29%
43,819
+12,635
111
$738K 0.29%
+8,789
112
$733K 0.29%
+19,073
113
$730K 0.29%
+7,519
114
$723K 0.28%
+25,238
115
$722K 0.28%
+5,926
116
$718K 0.28%
31,093
-6,788
117
$714K 0.28%
+28,091
118
$709K 0.28%
+4,385
119
$708K 0.28%
+52,221
120
$708K 0.28%
+22,712
121
$694K 0.27%
+6,922
122
$692K 0.27%
+6,924
123
$689K 0.27%
+1,797
124
$686K 0.27%
+3,445
125
$681K 0.27%
+149,208
3 4
5
6 7