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
151
$1.26M 0.23%
6,952
+1,392
152
$1.26M 0.23%
15,233
+10,853
153
$1.25M 0.23%
+23,419
154
$1.25M 0.23%
11,882
-2,554
155
$1.24M 0.23%
+156,302
156
$1.24M 0.23%
+22,951
157
$1.23M 0.22%
14,264
-16,775
158
$1.23M 0.22%
55,439
+27,708
159
$1.22M 0.22%
40,794
+13,411
160
$1.22M 0.22%
20,809
+9,881
161
$1.22M 0.22%
+10,894
162
$1.22M 0.22%
+23,213
163
$1.2M 0.22%
57,133
-12,151
164
$1.2M 0.22%
5,990
+1,657
165
$1.2M 0.22%
17,070
+12,043
166
$1.19M 0.22%
9,141
+6,142
167
$1.19M 0.22%
66,880
-2,279
168
$1.18M 0.21%
84,943
-14,850
169
$1.17M 0.21%
+14,711
170
$1.17M 0.21%
41,823
+28,166
171
$1.17M 0.21%
10,851
+5,578
172
$1.17M 0.21%
69,886
+13,302
173
$1.16M 0.21%
+25,459
174
$1.15M 0.21%
+59,828
175
$1.15M 0.21%
11,836
-366
5 6
7
8 9