WCM

Weld Capital Management Portfolio holdings

AUM $98.8M
1-Year Est. Return 52.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+52.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$546M
AUM Growth
+$1.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,121
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$4.27M
3
+$3.61M
4
COP icon
ConocoPhillips
COP
+$3.45M
5
LNT icon
Alliant Energy
LNT
+$3.28M

Top Sells

1
+$3.37M
2
+$2.97M
3
+$2.75M
4
META icon
Meta Platforms (Facebook)
META
+$2.75M
5
AZPN
ASPEN TECHNOLOGY INC
AZPN
+$2.72M

Sector Composition

1 Technology 17.92%
2 Financials 14.79%
3 Consumer Discretionary 14.76%
4 Industrials 10.53%
5 Real Estate 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$794K 0.15%
+30,578
227
$792K 0.15%
38,179
+20,935
228
$792K 0.15%
3,284
-3,304
229
$786K 0.14%
+20,905
230
$784K 0.14%
+72,032
231
$784K 0.14%
10,606
-2,668
232
$782K 0.14%
45,463
+32,101
233
$781K 0.14%
22,986
-6,564
234
$780K 0.14%
108,761
+73,694
235
$780K 0.14%
+28,539
236
$779K 0.14%
17,039
+5,948
237
$779K 0.14%
30,195
+3,427
238
$776K 0.14%
59,885
+47,095
239
$774K 0.14%
+12,680
240
$772K 0.14%
7,309
+6,680
241
$769K 0.14%
8,020
+5,773
242
$765K 0.14%
+20,332
243
$762K 0.14%
56,880
+39,510
244
$762K 0.14%
+25,346
245
$761K 0.14%
+3,650
246
$756K 0.14%
25,927
+13,345
247
$756K 0.14%
+23,001
248
$753K 0.14%
+11,887
249
$752K 0.14%
43,368
+16,682
250
$752K 0.14%
+103,395
8 9
10
11 12