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
451
$415K 0.08%
+8,159
452
$415K 0.08%
53,995
+42,089
453
$410K 0.08%
1,676
-2,930
454
$410K 0.08%
+8,545
455
$409K 0.07%
+16,665
456
$408K 0.07%
+33,462
457
$408K 0.07%
+110,183
458
$406K 0.07%
77,250
-15,173
459
$406K 0.07%
+30,277
460
$405K 0.07%
22,379
-5
461
$404K 0.07%
65,245
+33,725
462
$403K 0.07%
+2,738
463
$403K 0.07%
+26,696
464
$402K 0.07%
+2,958
465
$401K 0.07%
20,145
-33,561
466
$399K 0.07%
+757
467
$399K 0.07%
+6,833
468
$398K 0.07%
+5,339
469
$398K 0.07%
29,838
+8,919
470
$394K 0.07%
+19,150
471
$394K 0.07%
1,979
-2,063
472
$393K 0.07%
+4,296
473
$391K 0.07%
115,003
+66,096
474
$391K 0.07%
7,703
-41,378
475
$390K 0.07%
+16,602
17 18
19
20 21