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
326
$538K 0.1%
+118,177
327
$537K 0.1%
+30,661
328
$536K 0.1%
+2,146
329
$535K 0.1%
+11,710
330
$532K 0.1%
2,740
+617
331
$532K 0.1%
6,659
+2,239
332
$531K 0.1%
+21,206
333
$529K 0.1%
+54,084
334
$527K 0.1%
30,318
-39,907
335
$521K 0.1%
+19,446
336
$518K 0.1%
+9,158
337
$515K 0.1%
+23,893
338
$513K 0.1%
+68,978
339
$513K 0.1%
+11,745
340
$510K 0.1%
+27,539
341
$508K 0.1%
13,514
-1,569
342
$508K 0.1%
+104,694
343
$507K 0.1%
8,174
+2,306
344
$507K 0.1%
+8,512
345
$505K 0.1%
+1,811
346
$504K 0.1%
+6,356
347
$502K 0.1%
44,659
+21,910
348
$496K 0.1%
31,102
+14,376
349
$495K 0.1%
+2,054
350
$495K 0.1%
+106,042
12 13
14
15 16