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
1
$2.68M 1.05%
+64,760
2
$2.61M 1.03%
+47,647
3
$2.58M 1.01%
47,828
+42,274
4
$2.18M 0.86%
+52,898
5
$2.18M 0.86%
45,312
+8,519
6
$2.13M 0.84%
22,962
+7,326
7
$2.09M 0.82%
+14,573
8
$2.08M 0.82%
+17,969
9
$2.07M 0.82%
47,721
+1,839
10
$2.07M 0.82%
52,796
+46,436
11
$2.02M 0.8%
+7,527
12
$1.98M 0.78%
71,550
+44,400
13
$1.95M 0.77%
+41,796
14
$1.87M 0.74%
+43,388
15
$1.85M 0.73%
+8,685
16
$1.83M 0.72%
+8,978
17
$1.76M 0.69%
62,450
+17,695
18
$1.73M 0.68%
+4,204
19
$1.67M 0.66%
7,393
+5,199
20
$1.67M 0.66%
+140,032
21
$1.65M 0.65%
+17,289
22
$1.64M 0.65%
+70,868
23
$1.64M 0.65%
+4,861
24
$1.63M 0.64%
+37,579
25
$1.6M 0.63%
+20,368
1
2 3 4 5