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
26
$2.37M 0.43%
11,204
+4,412
27
$2.33M 0.43%
138,750
-65,450
28
$2.33M 0.43%
116,715
+75,837
29
$2.31M 0.42%
38,977
+20,882
30
$2.29M 0.42%
151,117
+117,557
31
$2.22M 0.41%
+17,170
32
$2.21M 0.41%
+58,935
33
$2.2M 0.4%
65,763
+11,306
34
$2.17M 0.4%
+20,324
35
$2.17M 0.4%
+499,120
36
$2.15M 0.39%
17,236
+13,996
37
$2.13M 0.39%
+40,973
38
$2.1M 0.39%
+54,006
39
$2.1M 0.39%
38,197
+33,721
40
$2.1M 0.38%
+85,488
41
$2.07M 0.38%
7,722
+7,003
42
$2.06M 0.38%
+62,148
43
$2.05M 0.38%
+225,666
44
$2.05M 0.38%
133,750
+55,115
45
$2.04M 0.37%
20,803
+10,225
46
$2.03M 0.37%
+58,661
47
$2.02M 0.37%
23,300
-5,860
48
$2M 0.37%
81,552
+44,766
49
$2M 0.37%
+36,606
50
$2M 0.37%
+35,380
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