WCM

Weld Capital Management Portfolio holdings

AUM $98.8M
1-Year Est. Return 52.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+52.83%
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
+$4.67M
2
+$4.27M
3
+$3.61M
4
COP icon
ConocoPhillips
COP
+$3.45M
5
LNT icon
Alliant Energy
LNT
+$3.28M

Top Sells

1
+$3.37M
2
+$2.97M
3
+$2.75M
4
META icon
Meta Platforms (Facebook)
META
+$2.75M
5
AZPN
ASPEN TECHNOLOGY INC
AZPN
+$2.72M

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