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
276
$636K 0.12%
+7,786
277
$635K 0.12%
+14,694
278
$634K 0.12%
+10,661
279
$629K 0.12%
+44,301
280
$628K 0.12%
74,713
-39,401
281
$627K 0.12%
+14,647
282
$626K 0.12%
+7,640
283
$624K 0.12%
8,219
+4,189
284
$623K 0.12%
9,512
-29,465
285
$622K 0.12%
14,826
+3,172
286
$621K 0.12%
+28,719
287
$616K 0.12%
+5,132
288
$616K 0.12%
+17,166
289
$615K 0.12%
31,907
+8,232
290
$614K 0.12%
17,851
+10,736
291
$612K 0.12%
+15,179
292
$607K 0.12%
+4,389
293
$607K 0.12%
+15,242
294
$606K 0.12%
+54,964
295
$604K 0.12%
70,933
+49,892
296
$601K 0.12%
3,168
-2,815
297
$599K 0.12%
12,487
-5,372
298
$597K 0.12%
+11,827
299
$595K 0.11%
98,426
+38,391
300
$593K 0.11%
+30,283
10 11
12
13 14