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
701
$200K 0.04%
+16,587
702
$199K 0.04%
+27,760
703
$198K 0.04%
39,205
-300,308
704
$196K 0.04%
10,027
-5,808
705
$196K 0.04%
20,637
-35,475
706
$191K 0.04%
+65,795
707
$190K 0.03%
40,462
+29,239
708
$186K 0.03%
+13,993
709
$185K 0.03%
+10,869
710
$184K 0.03%
12,769
-102,370
711
$176K 0.03%
+14,031
712
$171K 0.03%
+7,113
713
$167K 0.03%
+13,292
714
$166K 0.03%
11,505
-15,633
715
$165K 0.03%
+11,805
716
$165K 0.03%
+13,456
717
$162K 0.03%
+11,602
718
$161K 0.03%
10,799
-30,488
719
$158K 0.03%
+15,977
720
$153K 0.03%
+19,588
721
$150K 0.03%
+17,248
722
$139K 0.03%
+24,725
723
$128K 0.02%
18,852
+8,647
724
$127K 0.02%
+21,041
725
$124K 0.02%
4,368
-7,502
27 28
29
30 31