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
301
$590K 0.11%
18,168
-40,493
302
$586K 0.11%
+32,437
303
$583K 0.11%
+11,893
304
$578K 0.11%
+47,107
305
$577K 0.11%
+6,805
306
$577K 0.11%
+69,655
307
$575K 0.11%
8,330
+4,625
308
$574K 0.11%
+16,080
309
$569K 0.11%
+9,249
310
$568K 0.11%
+17,045
311
$567K 0.11%
+6,164
312
$566K 0.11%
+34,074
313
$565K 0.11%
+19,899
314
$563K 0.11%
+50,809
315
$563K 0.11%
+59,235
316
$562K 0.11%
51,693
+25,205
317
$562K 0.11%
+32,595
318
$561K 0.11%
+23,871
319
$559K 0.11%
+9,751
320
$554K 0.11%
6,604
-1,840
321
$541K 0.1%
8,795
-10,327
322
$540K 0.1%
7,949
-19,276
323
$538K 0.1%
+12,569
324
$538K 0.1%
+24,419
325
$538K 0.1%
33,383
-21,748
11 12
13
14 15