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
251
$735K 0.14%
+18,500
252
$734K 0.14%
28,311
+4,677
253
$733K 0.14%
+62,527
254
$727K 0.14%
+19,988
255
$725K 0.14%
+49,876
256
$709K 0.14%
8,068
-23,681
257
$702K 0.14%
18,396
-10,134
258
$702K 0.14%
84,445
-1,918
259
$698K 0.13%
+35,628
260
$691K 0.13%
1,885
+1,035
261
$691K 0.13%
+5,059
262
$684K 0.13%
7,753
+1,189
263
$680K 0.13%
+5,011
264
$679K 0.13%
+43,634
265
$676K 0.13%
33,357
-44,266
266
$675K 0.13%
+21,992
267
$674K 0.13%
+8,518
268
$672K 0.13%
4,830
+2,017
269
$672K 0.13%
+25,059
270
$664K 0.13%
+13,974
271
$663K 0.13%
+31,232
272
$657K 0.13%
+32,669
273
$649K 0.13%
+7,607
274
$643K 0.12%
+55,593
275
$639K 0.12%
+15,665
9 10
11
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