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
1
$3.33M 0.61%
23,842
+9,584
2
$3.3M 0.6%
+69,528
3
$3.3M 0.6%
28,778
+12,493
4
$3.3M 0.6%
40,205
+5,024
5
$3.3M 0.6%
93,697
+9,226
6
$3.24M 0.59%
38,578
+19,818
7
$3.24M 0.59%
+143,897
8
$3.23M 0.59%
50,906
+38,267
9
$3.14M 0.57%
30,280
+7,135
10
$3.05M 0.56%
+30,543
11
$3.04M 0.55%
120,331
+93,993
12
$2.98M 0.54%
25,021
+5,399
13
$2.91M 0.53%
17,456
+48
14
$2.81M 0.51%
35,415
+30,453
15
$2.81M 0.51%
53,134
+41,544
16
$2.71M 0.49%
49,484
+39,115
17
$2.7M 0.49%
+69,881
18
$2.67M 0.49%
+27,036
19
$2.67M 0.49%
31,788
+21,229
20
$2.6M 0.47%
100,245
+24,570
21
$2.47M 0.45%
19,054
+15,772
22
$2.46M 0.45%
9,240
-2,608
23
$2.46M 0.45%
+18,388
24
$2.46M 0.45%
21,491
+18,741
25
$2.42M 0.44%
51,413
-12,779
1
2 3 4 5