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
$519M
AUM Growth
-$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,086
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$3.23M
3
+$3.23M
4
UNM icon
Unum
UNM
+$3.23M
5
FLR icon
Fluor
FLR
+$3.22M

Top Sells

1
+$3.45M
2
+$3.45M
3
+$3.45M
4
CRWD icon
CrowdStrike
CRWD
+$3.43M
5
NXPI icon
NXP Semiconductors
NXPI
+$3.42M

Sector Composition

1 Technology 18.01%
2 Consumer Discretionary 14.82%
3 Financials 13.62%
4 Industrials 12.07%
5 Healthcare 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$812K 0.16%
4,762
+1,550
227
$807K 0.16%
+13,057
228
$807K 0.16%
+51,664
229
$801K 0.15%
+11,520
230
$798K 0.15%
2,716
+1,040
231
$793K 0.15%
+5,442
232
$792K 0.15%
35,819
+24,761
233
$789K 0.15%
41,223
-5,806
234
$788K 0.15%
25,445
+99
235
$785K 0.15%
53,264
-8,805
236
$782K 0.15%
+38,789
237
$777K 0.15%
19,449
+3,003
238
$776K 0.15%
+16,001
239
$775K 0.15%
17,092
-52,441
240
$774K 0.15%
14,065
+4,608
241
$763K 0.15%
96,538
-29,280
242
$758K 0.15%
39,158
+17,422
243
$756K 0.15%
+22,956
244
$753K 0.15%
+25,312
245
$752K 0.14%
+14,982
246
$750K 0.14%
+34,111
247
$745K 0.14%
+30,301
248
$744K 0.14%
6,077
-10,973
249
$743K 0.14%
+16,542
250
$736K 0.14%
+20,121
8 9
10
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