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
526
$340K 0.06%
16,456
+5,982
527
$339K 0.06%
+10,398
528
$338K 0.06%
26,488
+2,986
529
$336K 0.06%
+5,868
530
$333K 0.06%
+29,708
531
$332K 0.06%
3,429
-5,544
532
$331K 0.06%
+1,657
533
$331K 0.06%
+5,808
534
$329K 0.06%
+9,167
535
$326K 0.06%
+4,882
536
$325K 0.06%
+3,972
537
$325K 0.06%
+14,219
538
$325K 0.06%
+34,206
539
$322K 0.06%
13,011
-7,338
540
$321K 0.06%
+9,515
541
$320K 0.06%
+4,307
542
$317K 0.06%
34,438
-2,556
543
$316K 0.06%
16,751
-9,295
544
$316K 0.06%
30,782
+19,267
545
$316K 0.06%
45,988
-38,844
546
$316K 0.06%
+4,420
547
$315K 0.06%
+19,449
548
$314K 0.06%
+15,497
549
$313K 0.06%
+9,737
550
$312K 0.06%
47,767
+21,208
20 21
22
23 24