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
126
$671K 0.26%
+10,515
127
$670K 0.26%
+18,633
128
$669K 0.26%
+2,538
129
$666K 0.26%
+6,077
130
$655K 0.26%
+1,124
131
$650K 0.26%
13,536
-1,350
132
$646K 0.25%
12,972
+4,105
133
$643K 0.25%
+1,621
134
$642K 0.25%
+3,635
135
$641K 0.25%
21,546
+12,911
136
$641K 0.25%
+38,213
137
$638K 0.25%
+17,622
138
$637K 0.25%
2,658
+841
139
$624K 0.25%
+3,457
140
$624K 0.25%
+15,735
141
$614K 0.24%
+11,352
142
$614K 0.24%
+2,370
143
$610K 0.24%
8,333
-5,160
144
$607K 0.24%
13,308
+7,177
145
$605K 0.24%
5,222
+536
146
$605K 0.24%
7,294
-2,556
147
$604K 0.24%
+2,717
148
$602K 0.24%
11,820
-11,674
149
$602K 0.24%
43,209
+27,970
150
$601K 0.24%
53,540
+9,877
4 5
6
7 8