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
$519M
AUM Growth
-$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,086
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$3.23M
3
+$3.23M
4
UNM icon
Unum
UNM
+$3.23M
5
FLR icon
Fluor
FLR
+$3.22M

Top Sells

1
+$3.45M
2
+$3.45M
3
+$3.45M
4
CRWD icon
CrowdStrike
CRWD
+$3.43M
5
NXPI icon
NXP Semiconductors
NXPI
+$3.42M

Sector Composition

1 Technology 18.01%
2 Consumer Discretionary 14.82%
3 Financials 13.62%
4 Industrials 12.07%
5 Healthcare 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
– –
-3,052
702
– –
-8,220
703
– –
-95,365
704
– –
-5,078
705
– –
-19,364
706
– –
-2,356
707
– –
-2,217
708
– –
-3,029
709
– –
-4,624
710
– –
-37,589
711
– –
-6,671
712
– –
-14,466
713
– –
-4,733
714
– –
-17,514
715
– –
-10,149
716
– –
-15,704
717
– –
-9,029
718
– –
-77,220
719
– –
-7,410
720
– –
-24,867
721
– –
-9,444
722
– –
-97,897
723
– –
-35,380
724
– –
-1,370
725
– –
-22,358
27 28
29
30 31