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
176
$517K 0.2%
+5,630
177
$509K 0.2%
+1,570
178
$507K 0.2%
+18,797
179
$506K 0.2%
+20,568
180
$505K 0.2%
921
-773
181
$503K 0.2%
+3,677
182
$500K 0.2%
1,328
-4,491
183
$499K 0.2%
+71,393
184
$484K 0.19%
4,001
-3,588
185
$483K 0.19%
+10,230
186
$479K 0.19%
+20,876
187
$474K 0.19%
+2,891
188
$469K 0.18%
20,116
-50,349
189
$467K 0.18%
+5,466
190
$466K 0.18%
12,304
+138
191
$466K 0.18%
3,828
+409
192
$464K 0.18%
+45,007
193
$463K 0.18%
+3,276
194
$461K 0.18%
+13,917
195
$458K 0.18%
+4,784
196
$455K 0.18%
22,135
-20,325
197
$450K 0.18%
33,886
+18,413
198
$450K 0.18%
+3,742
199
$444K 0.17%
+6,791
200
$441K 0.17%
+4,446
6 7
8
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