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
376
$460K 0.09%
+3,346
377
$460K 0.09%
+29,211
378
$458K 0.09%
+31,184
379
$458K 0.09%
+19,299
380
$455K 0.09%
+7,802
381
$452K 0.09%
34,140
+13,940
382
$451K 0.09%
7,021
-4,226
383
$450K 0.09%
+9,344
384
$448K 0.09%
+30,255
385
$444K 0.09%
+18,696
386
$444K 0.09%
+27,039
387
$443K 0.09%
+11,914
388
$442K 0.09%
30,959
+3,773
389
$436K 0.08%
21,939
-29,843
390
$433K 0.08%
+26,009
391
$430K 0.08%
+42,351
392
$430K 0.08%
+13,816
393
$428K 0.08%
+19,567
394
$427K 0.08%
9,951
-71,278
395
$426K 0.08%
+19,520
396
$424K 0.08%
+5,621
397
$424K 0.08%
13,725
-5,304
398
$423K 0.08%
57,459
-45,936
399
$411K 0.08%
5,504
-14,580
400
$409K 0.08%
8,131
+1,490
14 15
16
17 18