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
51
$2.13M 0.41%
152,627
+110,958
52
$2.12M 0.41%
28,852
+20,596
53
$2.12M 0.41%
+78,623
54
$2.1M 0.4%
+36,884
55
$2.1M 0.4%
32,915
-7,852
56
$2.1M 0.4%
97,382
+36,616
57
$2.08M 0.4%
1,818
+1,211
58
$2.06M 0.4%
7,685
+4,057
59
$2.05M 0.4%
46,744
+41,322
60
$2.03M 0.39%
40,668
+26,342
61
$2.03M 0.39%
+9,550
62
$2.01M 0.39%
+27,976
63
$1.99M 0.38%
+74,883
64
$1.94M 0.37%
+13,942
65
$1.93M 0.37%
20,477
+9,437
66
$1.92M 0.37%
+62,888
67
$1.91M 0.37%
+19,003
68
$1.91M 0.37%
3,333
+2,221
69
$1.88M 0.36%
63,947
+55,281
70
$1.87M 0.36%
84,207
-32,508
71
$1.84M 0.36%
35,344
+31,149
72
$1.84M 0.35%
+8,921
73
$1.83M 0.35%
+24,682
74
$1.83M 0.35%
9,103
-2,101
75
$1.82M 0.35%
108,550
-30,200
1 2
3
4 5