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
476
$388K 0.07%
8,852
+1,729
477
$387K 0.07%
21,728
-1,960
478
$385K 0.07%
+4,332
479
$385K 0.07%
+34,674
480
$383K 0.07%
+33,706
481
$381K 0.07%
20,816
+6,948
482
$381K 0.07%
+17,358
483
$381K 0.07%
+2,123
484
$378K 0.07%
30,230
-4,170
485
$376K 0.07%
+4,105
486
$374K 0.07%
23,646
+10,071
487
$373K 0.07%
2,813
-8,748
488
$373K 0.07%
23,444
-21,733
489
$372K 0.07%
+15,521
490
$372K 0.07%
+17,556
491
$371K 0.07%
+4,899
492
$371K 0.07%
+20,803
493
$370K 0.07%
+2,888
494
$369K 0.07%
+23,592
495
$368K 0.07%
+6,748
496
$367K 0.07%
+1,039
497
$367K 0.07%
25,700
-684
498
$367K 0.07%
4,030
-969
499
$364K 0.07%
+6,505
500
$363K 0.07%
+22,782
18 19
20
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