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
426
$442K 0.08%
+5,450
427
$442K 0.08%
10,595
-14,666
428
$442K 0.08%
+15,179
429
$437K 0.08%
+11,213
430
$436K 0.08%
17,211
-6,174
431
$434K 0.08%
+9,244
432
$434K 0.08%
8,405
-8,861
433
$433K 0.08%
17,681
-18,879
434
$433K 0.08%
12,019
-26,235
435
$432K 0.08%
+11,654
436
$430K 0.08%
+21,274
437
$427K 0.08%
+7,047
438
$427K 0.08%
13,934
+3,358
439
$426K 0.08%
6,166
-36,361
440
$426K 0.08%
50,270
-19,631
441
$426K 0.08%
+4,733
442
$426K 0.08%
8,372
-2,131
443
$425K 0.08%
7,768
-6
444
$425K 0.08%
+11,890
445
$424K 0.08%
+12,178
446
$424K 0.08%
+17,489
447
$421K 0.08%
9,457
+875
448
$420K 0.08%
21,736
-9,285
449
$418K 0.08%
+66,620
450
$417K 0.08%
2,217
-6,182
16 17
18
19 20