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
376
$508K 0.09%
82,461
+59,597
377
$503K 0.09%
+5,098
378
$502K 0.09%
32,345
+12,380
379
$502K 0.09%
85,909
+38,678
380
$501K 0.09%
6,564
-6,776
381
$499K 0.09%
+8,873
382
$498K 0.09%
32,046
+13,276
383
$497K 0.09%
+15,504
384
$497K 0.09%
+12,617
385
$496K 0.09%
2,882
-11,980
386
$495K 0.09%
+14,466
387
$494K 0.09%
+49,434
388
$494K 0.09%
11,736
-8,372
389
$493K 0.09%
+21,999
390
$487K 0.09%
+35,520
391
$486K 0.09%
+12,923
392
$485K 0.09%
+14,201
393
$485K 0.09%
108,530
+94,597
394
$484K 0.09%
+16,342
395
$483K 0.09%
+3,531
396
$479K 0.09%
+13,515
397
$477K 0.09%
+18,252
398
$476K 0.09%
4,452
-1,803
399
$474K 0.09%
25,746
-24,941
400
$473K 0.09%
81,143
+24,348
14 15
16
17 18