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
626
$254K 0.05%
9,805
-19,252
627
$253K 0.05%
+8,602
628
$252K 0.05%
+7,000
629
$252K 0.05%
+6,624
630
$251K 0.05%
+10,624
631
$250K 0.05%
+8,789
632
$249K 0.05%
+23,852
633
$249K 0.05%
+12,501
634
$248K 0.05%
+3,370
635
$248K 0.05%
14,360
-15,997
636
$248K 0.05%
9,444
-35,106
637
$247K 0.05%
+15,767
638
$244K 0.04%
+37,259
639
$243K 0.04%
4,296
+2,931
640
$242K 0.04%
5,450
-24,150
641
$241K 0.04%
10,486
-5,030
642
$241K 0.04%
72,954
+40,416
643
$240K 0.04%
+7,115
644
$240K 0.04%
+12,470
645
$239K 0.04%
+14,382
646
$238K 0.04%
10,510
-4,687
647
$238K 0.04%
+8,713
648
$237K 0.04%
7,237
-1,417
649
$237K 0.04%
8,261
-12,297
650
$237K 0.04%
+13,291
24 25
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