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
301
$630K 0.12%
+17,997
302
$630K 0.12%
+10,324
303
$630K 0.12%
32,727
+67
304
$628K 0.12%
+21,025
305
$627K 0.11%
+13,782
306
$626K 0.11%
15,373
+3,410
307
$621K 0.11%
+20,588
308
$620K 0.11%
+20,020
309
$616K 0.11%
+76,836
310
$615K 0.11%
+28,512
311
$613K 0.11%
5,091
+3,085
312
$613K 0.11%
1,112
-258
313
$612K 0.11%
+4,455
314
$609K 0.11%
8,254
+837
315
$608K 0.11%
+8,136
316
$607K 0.11%
36,622
-80,330
317
$606K 0.11%
+60,490
318
$606K 0.11%
7,739
-5,713
319
$604K 0.11%
33,370
+16,355
320
$600K 0.11%
+27,451
321
$600K 0.11%
28,634
+17,621
322
$600K 0.11%
24,154
-37,247
323
$599K 0.11%
+44,193
324
$598K 0.11%
154,425
+39,345
325
$594K 0.11%
16,125
+4,663
11 12
13
14 15