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
201
$437K 0.17%
+12,439
202
$437K 0.17%
+12,292
203
$435K 0.17%
+14,006
204
$435K 0.17%
+8,917
205
$427K 0.17%
+18,612
206
$427K 0.17%
+4,740
207
$426K 0.17%
18,853
-33,453
208
$423K 0.17%
2,442
-3,557
209
$422K 0.17%
+7,745
210
$421K 0.17%
23,396
-25,685
211
$418K 0.16%
+2,460
212
$416K 0.16%
+38,956
213
$416K 0.16%
+7,693
214
$412K 0.16%
+2,744
215
$409K 0.16%
+6,833
216
$409K 0.16%
+11,726
217
$408K 0.16%
+20,314
218
$407K 0.16%
+2,633
219
$406K 0.16%
+4,142
220
$403K 0.16%
+2,385
221
$402K 0.16%
+7,998
222
$399K 0.16%
+7,015
223
$395K 0.16%
+13,354
224
$395K 0.16%
+4,244
225
$394K 0.16%
+3,138
7 8
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