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
401
$409K 0.08%
+48,716
402
$407K 0.08%
+7,987
403
$403K 0.08%
+24,093
404
$401K 0.08%
+8,610
405
$400K 0.08%
+26,469
406
$400K 0.08%
+6,465
407
$392K 0.08%
4,612
-4,539
408
$391K 0.08%
+57,730
409
$387K 0.07%
+4,091
410
$386K 0.07%
+9,013
411
$386K 0.07%
2,763
-1,025
412
$386K 0.07%
+6,811
413
$384K 0.07%
2,431
-16,113
414
$383K 0.07%
+9,075
415
$383K 0.07%
+33,107
416
$382K 0.07%
+21,261
417
$382K 0.07%
+6,108
418
$377K 0.07%
+253
419
$376K 0.07%
+12,564
420
$375K 0.07%
+7,559
421
$373K 0.07%
+1,613
422
$371K 0.07%
+2,436
423
$371K 0.07%
38,879
+27,816
424
$368K 0.07%
7,402
-4,864
425
$364K 0.07%
+8,667
15 16
17
18 19