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
576
$288K 0.05%
19,554
-28,971
577
$288K 0.05%
+12,984
578
$288K 0.05%
+9,955
579
$287K 0.05%
+1,375
580
$287K 0.05%
+18,406
581
$287K 0.05%
+7,107
582
$287K 0.05%
+21,197
583
$285K 0.05%
+8,168
584
$285K 0.05%
+24,365
585
$284K 0.05%
+12,545
586
$284K 0.05%
+4,624
587
$284K 0.05%
11,915
-7,572
588
$283K 0.05%
+7,677
589
$283K 0.05%
6,893
-6,737
590
$282K 0.05%
1,909
-8,597
591
$282K 0.05%
+4,568
592
$282K 0.05%
16,329
-6,160
593
$282K 0.05%
+26,588
594
$281K 0.05%
2,584
-11,872
595
$280K 0.05%
3,026
-1,480
596
$279K 0.05%
+12,136
597
$278K 0.05%
+10,569
598
$275K 0.05%
+3,122
599
$275K 0.05%
+5,218
600
$273K 0.05%
4,583
-16,552
22 23
24
25 26