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
26
$2.83M 0.54%
+67,429
27
$2.74M 0.53%
150,976
+53,525
28
$2.69M 0.52%
48,264
+28,851
29
$2.65M 0.51%
15,358
+12,620
30
$2.63M 0.51%
+69,780
31
$2.62M 0.5%
+28,350
32
$2.6M 0.5%
31,015
-15,425
33
$2.57M 0.5%
32,658
+23,925
34
$2.56M 0.49%
39,157
-20,091
35
$2.5M 0.48%
+58,904
36
$2.44M 0.47%
48,881
+30,115
37
$2.43M 0.47%
90,818
+60,549
38
$2.39M 0.46%
13,028
+11,119
39
$2.36M 0.46%
+18,691
40
$2.36M 0.46%
74,366
+49,918
41
$2.32M 0.45%
16,471
+13,545
42
$2.3M 0.44%
+38,660
43
$2.29M 0.44%
+15,637
44
$2.22M 0.43%
156,820
+45,307
45
$2.22M 0.43%
+11,221
46
$2.19M 0.42%
14,822
+10,367
47
$2.17M 0.42%
+29,179
48
$2.17M 0.42%
+5,867
49
$2.17M 0.42%
59,293
+37,448
50
$2.13M 0.41%
19,455
+17,339
1
2
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