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
476
$295K 0.06%
+4,491
477
$295K 0.06%
+3,118
478
$293K 0.06%
+16,811
479
$293K 0.06%
+6,103
480
$291K 0.06%
9,229
-35,961
481
$290K 0.06%
2,642
-2,198
482
$287K 0.06%
+1,369
483
$279K 0.05%
+9,728
484
$277K 0.05%
+12,267
485
$276K 0.05%
+7,778
486
$275K 0.05%
+13,048
487
$271K 0.05%
8,180
-14,699
488
$270K 0.05%
+2,838
489
$270K 0.05%
20,173
-94,594
490
$269K 0.05%
+8,003
491
$269K 0.05%
+12,037
492
$267K 0.05%
+10,470
493
$265K 0.05%
+6,029
494
$258K 0.05%
+13,441
495
$258K 0.05%
+3,100
496
$256K 0.05%
+2,669
497
$254K 0.05%
4,155
-11,861
498
$250K 0.05%
23,700
-6,008
499
$249K 0.05%
14,081
-23,649
500
$249K 0.05%
1,557
-2,937
18 19
20
21 22