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
601
$273K 0.05%
+7,918
602
$272K 0.05%
1,991
-381
603
$272K 0.05%
2,830
-3,151
604
$272K 0.05%
+6,766
605
$271K 0.05%
71,127
-70,928
606
$271K 0.05%
+2,295
607
$271K 0.05%
+14,926
608
$271K 0.05%
5,570
-894
609
$270K 0.05%
+8,411
610
$270K 0.05%
+5,896
611
$268K 0.05%
+14,661
612
$268K 0.05%
+23,039
613
$267K 0.05%
+82,256
614
$267K 0.05%
+5,221
615
$267K 0.05%
35,721
-491
616
$261K 0.05%
11,343
-44,185
617
$261K 0.05%
+5,349
618
$259K 0.05%
+3,705
619
$258K 0.05%
+8,666
620
$256K 0.05%
+2,655
621
$255K 0.05%
+2,008
622
$255K 0.05%
+15,132
623
$255K 0.05%
8,034
-127
624
$254K 0.05%
+4,768
625
$254K 0.05%
+4,384
23 24
25
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