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
$546M
AUM Growth
+$1.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,121
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.45M
3
+$3.45M
4
CRWD icon
CrowdStrike
CRWD
+$3.43M
5
EVRG icon
Evergy
EVRG
+$3.18M

Top Sells

1
+$3.37M
2
+$2.97M
3
+$2.81M
4
MA icon
Mastercard
MA
+$2.75M
5
META icon
Meta Platforms (Facebook)
META
+$2.75M

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
251
$751K 0.14%
54,490
+37,671
252
$743K 0.14%
4,494
-779
253
$742K 0.14%
5,078
-478
254
$734K 0.13%
+21,845
255
$730K 0.13%
29,287
+17,407
256
$728K 0.13%
59,370
+33,186
257
$726K 0.13%
18,017
+482
258
$726K 0.13%
22,596
-592
259
$719K 0.13%
14,607
+7,080
260
$717K 0.13%
607
+265
261
$712K 0.13%
10,233
+5,843
262
$710K 0.13%
24,448
-46,352
263
$710K 0.13%
15,074
-18,694
264
$708K 0.13%
+7,331
265
$701K 0.13%
+30,269
266
$696K 0.13%
13,310
+9,415
267
$696K 0.13%
+7,410
268
$695K 0.13%
+9,151
269
$695K 0.13%
+8,733
270
$692K 0.13%
7,251
-7,319
271
$689K 0.13%
3,029
-6,083
272
$689K 0.13%
+43,369
273
$688K 0.13%
+37,730
274
$685K 0.13%
+17,004
275
$682K 0.12%
39,886
+21,522
9 10
11
12 13