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
176
$1.15M 0.21%
10,833
+2,779
177
$1.15M 0.21%
97,165
+44,988
178
$1.14M 0.21%
+32,860
179
$1.14M 0.21%
+15,923
180
$1.14M 0.21%
+24,722
181
$1.14M 0.21%
88,057
+63,873
182
$1.13M 0.21%
+14,521
183
$1.12M 0.2%
12,464
-228
184
$1.12M 0.2%
+14,936
185
$1.12M 0.2%
114,208
-45,773
186
$1.12M 0.2%
99,589
-86,400
187
$1.1M 0.2%
+13,470
188
$1.09M 0.2%
+21,871
189
$1.09M 0.2%
4,510
-5,172
190
$1.09M 0.2%
53,974
-44,087
191
$1.09M 0.2%
5,739
-7,102
192
$1.08M 0.2%
+26,935
193
$1.07M 0.2%
+30,099
194
$1.07M 0.19%
+43,234
195
$1.06M 0.19%
+34,649
196
$1.06M 0.19%
22,755
-50,346
197
$1.06M 0.19%
+26,737
198
$1.06M 0.19%
22,154
+3,500
199
$1.05M 0.19%
+34,496
200
$1.05M 0.19%
+89,947
6 7
8
9 10