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
51
$1.99M 0.36%
17,050
+5,650
52
$1.97M 0.36%
103,932
-14,482
53
$1.93M 0.35%
106,820
+77,080
54
$1.9M 0.35%
+16,664
55
$1.84M 0.34%
34,847
+15,754
56
$1.84M 0.34%
+149,435
57
$1.82M 0.33%
38,644
+10,661
58
$1.82M 0.33%
15,913
-3,987
59
$1.8M 0.33%
27,225
+19,364
60
$1.79M 0.33%
23,688
+20,571
61
$1.75M 0.32%
+86,186
62
$1.74M 0.32%
90,597
+67,896
63
$1.72M 0.32%
97,880
+49,934
64
$1.72M 0.31%
+122,678
65
$1.71M 0.31%
+12,419
66
$1.7M 0.31%
+108,970
67
$1.67M 0.31%
+5,798
68
$1.67M 0.31%
105,580
+80,673
69
$1.65M 0.3%
+21,853
70
$1.64M 0.3%
61,564
-8,887
71
$1.64M 0.3%
+68,313
72
$1.63M 0.3%
+14,370
73
$1.61M 0.3%
176,183
+94,347
74
$1.61M 0.3%
+20,393
75
$1.58M 0.29%
+81,348
1 2
3
4 5