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
526
$211K 0.04%
+27,075
527
$211K 0.04%
+3,846
528
$209K 0.04%
+17,574
529
$208K 0.04%
27,916
+2,477
530
$207K 0.04%
37,546
-97,778
531
$205K 0.04%
+15,973
532
$203K 0.04%
+10,321
533
$202K 0.04%
4,865
-12,174
534
$201K 0.04%
+21,623
535
$196K 0.04%
+11,645
536
$196K 0.04%
21,952
-3,202
537
$194K 0.04%
+18,294
538
$194K 0.04%
+11,442
539
$194K 0.04%
+15,826
540
$191K 0.04%
+22,547
541
$188K 0.04%
+11,120
542
$187K 0.04%
+10,770
543
$179K 0.03%
17,213
-43,277
544
$178K 0.03%
13,318
-136,117
545
$175K 0.03%
+13,161
546
$175K 0.03%
+5,430
547
$172K 0.03%
+17,829
548
$171K 0.03%
20,467
-60,676
549
$171K 0.03%
1,542
-5,767
550
$170K 0.03%
+11,240
20 21
22
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