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
551
$163K 0.03%
+3,753
552
$161K 0.03%
+13,085
553
$154K 0.03%
+20,912
554
$153K 0.03%
+36,276
555
$153K 0.03%
+13,706
556
$151K 0.03%
42,977
-29,977
557
$148K 0.03%
+14,791
558
$148K 0.03%
+23,646
559
$146K 0.03%
+24,585
560
$141K 0.03%
4,616
-11,016
561
$139K 0.03%
+11,010
562
$124K 0.02%
26,975
-127,450
563
$116K 0.02%
+10,367
564
$109K 0.02%
12,580
-41,268
565
$103K 0.02%
+1,157
566
$98K 0.02%
13,548
-23,711
567
$97K 0.02%
+13,433
568
$74K 0.01%
13,351
-36,225
569
$57K 0.01%
+13,482
570
– –
-11,009
571
– –
-11,096
572
– –
-15,453
573
– –
-20,748
574
– –
-48,225
575
– –
-5,989
21 22
23
24 25