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
$546M
AUM Growth
+$1.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,121
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.45M
3
+$3.45M
4
CRWD icon
CrowdStrike
CRWD
+$3.43M
5
EVRG icon
Evergy
EVRG
+$3.18M

Top Sells

1
+$3.37M
2
+$2.97M
3
+$2.81M
4
MA icon
Mastercard
MA
+$2.75M
5
META icon
Meta Platforms (Facebook)
META
+$2.75M

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
351
$545K 0.1%
35,858
+20,813
352
$543K 0.1%
+11,096
353
$543K 0.1%
+22,550
354
$542K 0.1%
+8,059
355
$541K 0.1%
19,318
-2,942
356
$539K 0.1%
+19,029
357
$537K 0.1%
+26,439
358
$535K 0.1%
+14,692
359
$533K 0.1%
+11,208
360
$532K 0.1%
+3,788
361
$532K 0.1%
12,671
-29,558
362
$530K 0.1%
+38,101
363
$528K 0.1%
+16,243
364
$528K 0.1%
9,351
+1,587
365
$528K 0.1%
+4,809
366
$527K 0.1%
28,502
+11,221
367
$527K 0.1%
+22,415
368
$522K 0.1%
4,840
-6,907
369
$520K 0.1%
+864
370
$514K 0.09%
9,035
-2,745
371
$513K 0.09%
+2,356
372
$513K 0.09%
+1,370
373
$511K 0.09%
18,590
-9,997
374
$510K 0.09%
12,897
-70,974
375
$510K 0.09%
+51,482
13 14
15
16 17