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
651
$236K 0.04%
+2,022
652
$235K 0.04%
+19,364
653
$235K 0.04%
+20,748
654
$233K 0.04%
+14,398
655
$233K 0.04%
+2,846
656
$232K 0.04%
40,288
+12,089
657
$232K 0.04%
+23,835
658
$232K 0.04%
5,422
-42,350
659
$230K 0.04%
+7,752
660
$230K 0.04%
+10,287
661
$229K 0.04%
1,523
-3,225
662
$227K 0.04%
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663
$225K 0.04%
5,072
-14,014
664
$225K 0.04%
4,141
-14,016
665
$225K 0.04%
+25,439
666
$223K 0.04%
+6,217
667
$222K 0.04%
25,154
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668
$222K 0.04%
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669
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3,331
-8,986
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22,749
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$220K 0.04%
24,884
-169,156
672
$220K 0.04%
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673
$219K 0.04%
2,116
-15,942
674
$218K 0.04%
+2,431
675
$217K 0.04%
850
-4,213
25 26
27
28 29