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
501
$248K 0.05%
+6,647
502
$246K 0.05%
+23,467
503
$244K 0.05%
+7,184
504
$243K 0.05%
+1,272
505
$240K 0.05%
+3,704
506
$239K 0.05%
5,280
-1,720
507
$238K 0.05%
6,026
-12,727
508
$234K 0.05%
+10,317
509
$231K 0.04%
+8,987
510
$230K 0.04%
+48,749
511
$230K 0.04%
11,672
-48,213
512
$227K 0.04%
+14,124
513
$227K 0.04%
+10,973
514
$225K 0.04%
+11,486
515
$225K 0.04%
+1,745
516
$224K 0.04%
36,064
-21,477
517
$224K 0.04%
+18,214
518
$224K 0.04%
+1,904
519
$222K 0.04%
+31,488
520
$222K 0.04%
+11,728
521
$221K 0.04%
27,491
-28,409
522
$220K 0.04%
+2,454
523
$217K 0.04%
6,471
-13,549
524
$217K 0.04%
+8,425
525
$215K 0.04%
+10,116
19 20
21
22 23