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
201
$1.05M 0.19%
+42,329
202
$1.04M 0.19%
+95,386
203
$1.04M 0.19%
11,742
-18,147
204
$1.04M 0.19%
16,672
+8,951
205
$1.04M 0.19%
+24,953
206
$1.03M 0.19%
+37,768
207
$1.02M 0.19%
+15,725
208
$1.01M 0.18%
+13,518
209
$1.01M 0.18%
+43,681
210
$1.01M 0.18%
6,825
-8,262
211
$1M 0.18%
+493
212
$1M 0.18%
+37,941
213
$1M 0.18%
115,132
+61,119
214
$1M 0.18%
26,315
+12,771
215
$993K 0.18%
+46,306
216
$985K 0.18%
+25,636
217
$977K 0.18%
+9,808
218
$968K 0.18%
+148,948
219
$965K 0.18%
+25,001
220
$958K 0.17%
12,598
+4,600
221
$957K 0.17%
13,368
+5,651
222
$950K 0.17%
+12,996
223
$948K 0.17%
+14,052
224
$943K 0.17%
27,167
+15,214
225
$938K 0.17%
+72,283
7 8
9
10 11