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
551
$312K 0.06%
+12,059
552
$312K 0.06%
+1,229
553
$312K 0.06%
15,110
-5,681
554
$309K 0.06%
7,200
-5,198
555
$308K 0.06%
+15,453
556
$306K 0.06%
+17,684
557
$305K 0.06%
6,766
-6,848
558
$305K 0.06%
+6,272
559
$305K 0.06%
+6,717
560
$302K 0.06%
20,200
+932
561
$300K 0.05%
+6,641
562
$300K 0.05%
+16,726
563
$300K 0.05%
+60,035
564
$299K 0.05%
18,603
-25,269
565
$298K 0.05%
14,510
+9,576
566
$297K 0.05%
+4,073
567
$297K 0.05%
10,889
-12,098
568
$296K 0.05%
9,379
-26,826
569
$295K 0.05%
+15,797
570
$295K 0.05%
12,641
-25,880
571
$294K 0.05%
+4,270
572
$293K 0.05%
+3,360
573
$291K 0.05%
+7,942
574
$290K 0.05%
+55,900
575
$289K 0.05%
+66,746
21 22
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