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
126
$1.38M 0.25%
81,533
+13,035
127
$1.37M 0.25%
25,057
+19,751
128
$1.37M 0.25%
+42,869
129
$1.36M 0.25%
+65,098
130
$1.36M 0.25%
6,892
+2,354
131
$1.36M 0.25%
+135,118
132
$1.35M 0.25%
25,418
+16,654
133
$1.34M 0.24%
33,616
+12,653
134
$1.34M 0.24%
+8,288
135
$1.33M 0.24%
+24,252
136
$1.33M 0.24%
+33,468
137
$1.32M 0.24%
+36,977
138
$1.31M 0.24%
+32,247
139
$1.31M 0.24%
74,542
+60,383
140
$1.31M 0.24%
42,551
+13,720
141
$1.3M 0.24%
+27,469
142
$1.3M 0.24%
68,645
+37,531
143
$1.3M 0.24%
+67,487
144
$1.3M 0.24%
89,076
+34,464
145
$1.3M 0.24%
24,145
+19,304
146
$1.3M 0.24%
77,533
+54,485
147
$1.29M 0.24%
31,914
-13,704
148
$1.28M 0.23%
+8,620
149
$1.27M 0.23%
+17,469
150
$1.26M 0.23%
+22,064
4 5
6
7 8