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
151
$588K 0.23%
60,897
-9,421
152
$575K 0.23%
+8,090
153
$572K 0.23%
2,936
-3,458
154
$572K 0.23%
+8,639
155
$570K 0.22%
4,642
-11,452
156
$559K 0.22%
12,576
-19,139
157
$559K 0.22%
+7,383
158
$559K 0.22%
+4,519
159
$558K 0.22%
2,043
-642
160
$557K 0.22%
+12,222
161
$556K 0.22%
+17,330
162
$553K 0.22%
62,374
+42,491
163
$547K 0.22%
9,119
-992
164
$545K 0.21%
8,155
-3,357
165
$543K 0.21%
+8,712
166
$542K 0.21%
+18,250
167
$541K 0.21%
+16,697
168
$538K 0.21%
+7,083
169
$536K 0.21%
+26,463
170
$533K 0.21%
1,519
-4,180
171
$525K 0.21%
+5,633
172
$523K 0.21%
46,754
+17,029
173
$520K 0.2%
+1,419
174
$520K 0.2%
23,703
-12,813
175
$519K 0.2%
+8,498
5 6
7
8 9