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
451
$322K 0.06%
1,337
-1,947
452
$321K 0.06%
+8,349
453
$320K 0.06%
10,677
-42,305
454
$319K 0.06%
+17,837
455
$319K 0.06%
+18,596
456
$319K 0.06%
2,390
-6,283
457
$318K 0.06%
+10,533
458
$317K 0.06%
5,501
-35,472
459
$316K 0.06%
+7,906
460
$316K 0.06%
+3,446
461
$314K 0.06%
5,558
-3,477
462
$314K 0.06%
2,830
-4,622
463
$313K 0.06%
21,604
-52,332
464
$312K 0.06%
+4,315
465
$311K 0.06%
+15,187
466
$308K 0.06%
+6,691
467
$307K 0.06%
+3,513
468
$303K 0.06%
+20,790
469
$303K 0.06%
2,442
-13,644
470
$301K 0.06%
+5,736
471
$299K 0.06%
+15,360
472
$297K 0.06%
+14,838
473
$297K 0.06%
+980
474
$296K 0.06%
36,871
+25,356
475
$296K 0.06%
+7,832
17 18
19
20 21