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
426
$360K 0.07%
1,579
-78
427
$358K 0.07%
3,809
-12,104
428
$358K 0.07%
+11,126
429
$357K 0.07%
15,960
+850
430
$356K 0.07%
+25,045
431
$351K 0.07%
+10,813
432
$351K 0.07%
22,873
-36,497
433
$350K 0.07%
+784
434
$348K 0.07%
+16,473
435
$346K 0.07%
+2,183
436
$346K 0.07%
13,093
-5,159
437
$342K 0.07%
+2,996
438
$341K 0.07%
+12,373
439
$341K 0.07%
+5,325
440
$341K 0.07%
+6,216
441
$340K 0.07%
+13,117
442
$336K 0.06%
+8,180
443
$335K 0.06%
8,265
-25,340
444
$335K 0.06%
+39,459
445
$334K 0.06%
+3,506
446
$333K 0.06%
+4,402
447
$331K 0.06%
2,598
-26,867
448
$329K 0.06%
10,771
-6,440
449
$327K 0.06%
+6,060
450
$324K 0.06%
+36,297
16 17
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