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
351
$492K 0.09%
+5,742
352
$492K 0.09%
+37,291
353
$490K 0.09%
132,190
+92,985
354
$488K 0.09%
9,600
-6,356
355
$488K 0.09%
25,238
+12,288
356
$487K 0.09%
+5,765
357
$486K 0.09%
+17,315
358
$485K 0.09%
15,393
-3,584
359
$482K 0.09%
+86,615
360
$481K 0.09%
10,793
+4,642
361
$481K 0.09%
+3,653
362
$480K 0.09%
13,690
-30,024
363
$479K 0.09%
4,084
-3,167
364
$478K 0.09%
6,886
-7,202
365
$478K 0.09%
+3,593
366
$477K 0.09%
+5,711
367
$474K 0.09%
+16,354
368
$473K 0.09%
+5,476
369
$470K 0.09%
24,287
+14,880
370
$468K 0.09%
3,205
-3,160
371
$467K 0.09%
17,064
+9,959
372
$467K 0.09%
3,580
+1,572
373
$466K 0.09%
+11,329
374
$466K 0.09%
51,496
+990
375
$463K 0.09%
40,905
+17,053
13 14
15
16 17